| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 8,730 | 2,096,000 | 19.40% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 7,923 | 1,902,000 | 17.60% | ||
| 3 | World Asset Management Inc | 4,215 | 1,012,000 | 9.37% | ||
| 4 | Veritable, L.P. | 3,947 | 948,000 | 8.77% | ||
| 5 | REYNOLDS CAPITAL MANAGEMENT LLC | 3,650 | 876,000 | 8.11% | ||
| 6 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 2,700 | 648,000 | 6.00% | ||
| 7 | Ameritas Investment Partners, Inc. | 2,203 | 529,000 | 4.90% | ||
| 8 | MENLO ADVISORS LLC | 1,940 | 465,000 | 4.30% | ||
| 9 | HOWARD CAPITAL MANAGEMENT | 1,780 | 427,000 | 3.95% | ||
| 10 | CG Asset Management LLC | 1,700 | 408,000 | 3.78% | ||
| 11 | COLDSTREAM CAPITAL MANAGEMENT INC | 1,525 | 366,000 | 3.39% | ||
| 12 | KCM INVESTMENT ADVISORS LLC | 1,268 | 304,000 | 2.81% | ||
| 13 | NORTH STAR ASSET MANAGEMENT INC | 1,150 | 276,000 | 2.55% | ||
| 14 | PARSONS CAPITAL MANAGEMENT INC/RI | 1,065 | 256,000 | 2.37% | ||
| 15 | Carnegie Investment Counsel | 1,053 | 253,000 | 2.34% | ||
| 16 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 114 | 27,000 | 0.25% | ||
| 17 | Clarkston Capital Partners, LLC | 50 | 12,003 | 0.11% | ||
| 18 | Boston Common Asset Management, LLC | 3 | 1,000 | 0.01% |
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.
