| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 10,986 | 2,637,000 | 19.56% | ||
| 2 | REYNOLDS CAPITAL MANAGEMENT LLC | 8,000 | 1,920,000 | 14.24% | ||
| 3 | Geneva Advisors, LLC | 5,798 | 1,392,000 | 10.32% | ||
| 4 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 5,650 | 1,356,000 | 10.06% | ||
| 5 | CG Asset Management LLC | 4,260 | 1,022,000 | 7.58% | ||
| 6 | Filament LLC | 3,965 | 952,000 | 7.06% | ||
| 7 | MENLO ADVISORS LLC | 2,690 | 645,000 | 4.78% | ||
| 8 | World Asset Management Inc | 2,149 | 516,000 | 3.83% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 2,098 | 504,000 | 3.74% | ||
| 10 | Veritable, L.P. | 2,097 | 503,000 | 3.73% | ||
| 11 | CATAWBA CAPITAL MANAGEMENT /VA | 1,830 | 439,000 | 3.26% | ||
| 12 | HOWARD CAPITAL MANAGEMENT | 1,570 | 377,000 | 2.80% | ||
| 13 | FIRST FOUNDATION ADVISORS | 1,486 | 357,000 | 2.65% | ||
| 14 | SONATA CAPITAL GROUP INC | 1,058 | 254,000 | 1.88% | ||
| 15 | Fiera Capital Corp | 898 | 216,000 | 1.60% | ||
| 16 | PINNACLE ASSOCIATES LTD | 845 | 203,000 | 1.51% | ||
| 17 | QCI ASSET MANAGEMENT INC/NY | 800 | 192,000 | 1.42% |
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.
