| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 13,268 | 3,560,000 | 24.19% | ||
| 2 | CG Asset Management LLC | 8,805 | 2,362,000 | 16.05% | ||
| 3 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 6,780 | 1,819,000 | 12.36% | ||
| 4 | Geneva Advisors, LLC | 6,177 | 1,657,000 | 11.26% | ||
| 5 | REYNOLDS CAPITAL MANAGEMENT LLC | 4,600 | 1,234,000 | 8.38% | ||
| 6 | MENLO ADVISORS LLC | 2,690 | 721,000 | 4.90% | ||
| 7 | World Asset Management Inc | 2,142 | 575,000 | 3.91% | ||
| 8 | Veritable, L.P. | 2,022 | 542,000 | 3.68% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 1,896 | 509,000 | 3.46% | ||
| 10 | HOWARD CAPITAL MANAGEMENT | 1,555 | 417,000 | 2.83% | ||
| 11 | SONATA CAPITAL GROUP INC | 1,358 | 364,000 | 2.47% | ||
| 12 | LOEB PARTNERS CORP | 1,000 | 268,000 | 1.82% | ||
| 13 | RONALD BLUE & CO LLC | 951 | 255,000 | 1.73% | ||
| 14 | FIRST FOUNDATION ADVISORS | 876 | 235,000 | 1.60% | ||
| 15 | L & S Advisors Inc | 750 | 201,000 | 1.37% |
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.
