| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | 151,105 | 34,710,000 | 61.17% | ||
| 2 | MARK ASSET MANAGEMENT LP | 49,526 | 11,377,000 | 20.05% | ||
| 3 | Main Street Research LLC | 10,416 | 2,393,000 | 4.22% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 9,643 | 2,215,000 | 3.90% | ||
| 5 | Veritable, L.P. | 8,410 | 1,932,000 | 3.40% | ||
| 6 | World Asset Management Inc | 3,503 | 805,000 | 1.42% | ||
| 7 | RONALD BLUE & CO LLC | 2,203 | 506,000 | 0.89% | ||
| 8 | FALCON POINT CAPITAL, LLC | 2,183 | 501,000 | 0.88% | ||
| 9 | Evercore Wealth Management, LLC | 2,029 | 466,000 | 0.82% | ||
| 10 | MENLO ADVISORS LLC | 1,720 | 395,000 | 0.70% | ||
| 11 | REYNOLDS CAPITAL MANAGEMENT LLC | 1,700 | 391,000 | 0.69% | ||
| 12 | SVB WEALTH LLC | 1,623 | 373,000 | 0.66% | ||
| 13 | Karp Capital Management Corp | 1,599 | 367,000 | 0.65% | ||
| 14 | S&CO INC | 1,381 | 317,000 | 0.56% |
From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.
