| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Boltwood Capital Management | 472,200 | 19,280,000 | 64.34% | ||
| 2 | World Asset Management Inc | 76,124 | 3,108,000 | 10.37% | ||
| 3 | GRAYBILL WEALTH MANAGEMENT, LTD. | 66,860 | 2,730,000 | 9.11% | ||
| 4 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 38,706 | 1,580,000 | 5.27% | ||
| 5 | Veritable, L.P. | 36,723 | 1,499,000 | 5.00% | ||
| 6 | Ameritas Investment Partners, Inc. | 9,873 | 403,000 | 1.34% | ||
| 7 | Convergence Investment Partners, LLC | 9,707 | 396,000 | 1.32% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 8,163 | 333,000 | 1.11% | ||
| 9 | Curi Capital, LLC | 8,148 | 333,000 | 1.11% | ||
| 10 | KCM INVESTMENT ADVISORS LLC | 7,441 | 304,000 | 1.01% |
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.
