| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 23,792 | 2,047,000 | 33.38% | ||
| 2 | SVB WEALTH LLC | 20,034 | 1,723,000 | 28.10% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 17,584 | 1,513,000 | 24.67% | ||
| 4 | ICON ADVISERS INC/CO | 7,100 | 611,000 | 9.96% | ||
| 5 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 2,494 | 215,000 | 3.51% | ||
| 6 | ISTHMUS PARTNERS, LLC | 273 | 23,000 | 0.38% |
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.
