| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 10,457 | 2,598,000 | 18.41% | ||
| 2 | CG Asset Management LLC | 7,730 | 1,920,000 | 13.61% | ||
| 3 | REYNOLDS CAPITAL MANAGEMENT LLC | 7,700 | 1,913,000 | 13.56% | ||
| 4 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 6,360 | 1,580,000 | 11.20% | ||
| 5 | Geneva Advisors, LLC | 5,742 | 1,426,000 | 10.11% | ||
| 6 | Calvert Investment Management, Inc. | 3,787 | 941,000 | 6.67% | ||
| 7 | MENLO ADVISORS LLC | 2,690 | 668,000 | 4.73% | ||
| 8 | Veritable, L.P. | 2,059 | 511,000 | 3.62% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 2,000 | 497,000 | 3.52% | ||
| 10 | World Asset Management Inc | 1,942 | 482,000 | 3.42% | ||
| 11 | HOWARD CAPITAL MANAGEMENT | 1,570 | 390,000 | 2.76% | ||
| 12 | RONALD BLUE & CO LLC | 1,514 | 376,000 | 2.66% | ||
| 13 | SONATA CAPITAL GROUP INC | 1,358 | 337,000 | 2.39% | ||
| 14 | Fiera Capital Corp | 998 | 248,000 | 1.76% | ||
| 15 | PATTEN & PATTEN INC/TN | 900 | 224,000 | 1.59% |
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.
