| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | QUADRANT CAPITAL GROUP LLC | 106 | 19,000 | 0.03% | ||
| 2 | S&CO INC | 1,098 | 227,000 | 0.33% | ||
| 3 | SVB WEALTH LLC | 1,190 | 246,000 | 0.36% | ||
| 4 | Crosspoint Capital Strategies, LLC | 1,687 | 349,000 | 0.51% | ||
| 5 | RONALD BLUE & CO LLC | 1,761 | 364,000 | 0.53% | ||
| 6 | FALCON POINT CAPITAL, LLC | 1,809 | 374,000 | 0.55% | ||
| 7 | World Asset Management Inc | 2,286 | 472,000 | 0.69% | ||
| 8 | Waldron Private Wealth LLC | 2,782 | 577,000 | 0.84% | ||
| 9 | J.P. Morgan Private Wealth Advisors LLC | 7,481 | 1,545,000 | 2.25% | ||
| 10 | Main Street Research LLC | 10,139 | 2,095,000 | 3.06% | ||
| 11 | CHILTON CAPITAL MANAGEMENT LLC | 26,843 | 5,547,000 | 8.09% | ||
| 12 | MARK ASSET MANAGEMENT LP | 47,197 | 9,752,000 | 14.23% | ||
| 13 | Geneva Advisors, LLC | 75,249 | 15,549,000 | 22.69% | ||
| 14 | ARGENT CAPITAL MANAGEMENT LLC | 152,019 | 31,412,000 | 45.84% |
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.
