| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 11,861 | 2,518,000 | 25.21% | ||
| 2 | D L CARLSON INVESTMENT GROUP INC | 5,840 | 1,240,000 | 12.41% | ||
| 3 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 5,090 | 1,081,000 | 10.82% | ||
| 4 | Filament LLC | 3,740 | 794,000 | 7.95% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 3,725 | 791,000 | 7.92% | ||
| 6 | World Asset Management Inc | 2,791 | 592,000 | 5.93% | ||
| 7 | MENLO ADVISORS LLC | 2,690 | 571,000 | 5.72% | ||
| 8 | CATAWBA CAPITAL MANAGEMENT /VA | 2,660 | 565,000 | 5.66% | ||
| 9 | Veritable, L.P. | 2,576 | 547,000 | 5.48% | ||
| 10 | Evercore Wealth Management, LLC | 2,475 | 525,000 | 5.26% | ||
| 11 | CG Asset Management LLC | 1,335 | 283,000 | 2.83% | ||
| 12 | PROFFITT & GOODSON INC | 1,210 | 257,000 | 2.57% | ||
| 13 | SONATA CAPITAL GROUP INC | 1,058 | 225,000 | 2.25% |
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.
