| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 15,648 | 3,596,000 | 26.96% | ||
| 2 | SHELTON CAPITAL MANAGEMENT | 12,978 | 2,982,000 | 22.35% | ||
| 3 | REYNOLDS CAPITAL MANAGEMENT LLC | 6,400 | 1,471,000 | 11.03% | ||
| 4 | Filament LLC | 3,965 | 911,000 | 6.83% | ||
| 5 | MENLO ADVISORS LLC | 2,690 | 618,000 | 4.63% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 2,650 | 609,000 | 4.57% | ||
| 7 | CATAWBA CAPITAL MANAGEMENT /VA | 2,260 | 519,000 | 3.89% | ||
| 8 | World Asset Management Inc | 2,248 | 517,000 | 3.88% | ||
| 9 | Veritable, L.P. | 2,186 | 502,000 | 3.76% | ||
| 10 | CG Asset Management LLC | 1,620 | 372,000 | 2.79% | ||
| 11 | FIRST FOUNDATION ADVISORS | 1,447 | 332,000 | 2.49% | ||
| 12 | PROFFITT & GOODSON INC | 1,210 | 278,000 | 2.08% | ||
| 13 | SONATA CAPITAL GROUP INC | 1,058 | 243,000 | 1.82% | ||
| 14 | Fiera Capital Corp | 898 | 206,000 | 1.54% | ||
| 15 | QCI ASSET MANAGEMENT INC/NY | 800 | 184,000 | 1.38% |
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.
