| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 205,644 | 74,139,000 | 62.42% | ||
| 2 | PREMIER ASSET MANAGEMENT LLC | 38,010 | 13,703,000 | 11.54% | ||
| 3 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 14,100 | 5,083,000 | 4.28% | ||
| 4 | Chesley Taft & Associates LLC | 12,911 | 4,655,000 | 3.92% | ||
| 5 | NEXT CENTURY GROWTH INVESTORS LLC | 11,739 | 4,232,000 | 3.56% | ||
| 6 | CYPRESS ASSET MANAGEMENT INC/TX | 11,540 | 4,160,000 | 3.50% | ||
| 7 | World Asset Management Inc | 10,314 | 3,719,000 | 3.13% | ||
| 8 | CG Asset Management LLC | 9,395 | 3,387,000 | 2.85% | ||
| 9 | J.P. Morgan Private Wealth Advisors LLC | 9,137 | 3,294,000 | 2.77% | ||
| 10 | Banyan Partners, LLC | 1,643 | 592,000 | 0.50% | ||
| 11 | REYNOLDS CAPITAL MANAGEMENT LLC | 1,500 | 541,000 | 0.46% | ||
| 12 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 1,130 | 407,000 | 0.34% | ||
| 13 | KCM INVESTMENT ADVISORS LLC | 1,115 | 402,000 | 0.34% | ||
| 14 | CrestPoint Capital Management, LLC | 900 | 324,000 | 0.27% | ||
| 15 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 265 | 96,000 | 0.08% | ||
| 16 | First City Capital Management, Inc. | 100 | 36,052 | 0.03% |
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.
