| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 14,416 | 2,722,000 | 32.76% | ||
| 2 | Geneva Advisors, LLC | 6,198 | 1,170,000 | 14.08% | ||
| 3 | Calvert Investment Management, Inc. | 4,333 | 818,000 | 9.85% | ||
| 4 | REYNOLDS CAPITAL MANAGEMENT LLC | 4,000 | 755,000 | 9.09% | ||
| 5 | Veritable, L.P. | 3,743 | 707,000 | 8.51% | ||
| 6 | World Asset Management Inc | 3,061 | 578,000 | 6.96% | ||
| 7 | MENLO ADVISORS LLC | 2,690 | 507,000 | 6.10% | ||
| 8 | HOWARD CAPITAL MANAGEMENT | 1,555 | 294,000 | 3.54% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 1,487 | 281,000 | 3.38% | ||
| 10 | SONATA CAPITAL GROUP INC | 1,350 | 255,000 | 3.07% | ||
| 11 | DOWLING & YAHNKE LLC | 1,170 | 221,000 | 2.66% |
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.
