| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Boltwood Capital Management | 472,200 | 19,403,000 | 63.18% | ||
| 2 | World Asset Management Inc | 74,629 | 3,067,000 | 9.99% | ||
| 3 | GRAYBILL WEALTH MANAGEMENT, LTD. | 66,840 | 2,746,000 | 8.94% | ||
| 4 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 39,356 | 1,617,000 | 5.27% | ||
| 5 | Veritable, L.P. | 39,187 | 1,610,000 | 5.24% | ||
| 6 | FIRST FOUNDATION ADVISORS | 23,415 | 962,000 | 3.13% | ||
| 7 | Ameritas Investment Partners, Inc. | 9,873 | 406,000 | 1.32% | ||
| 8 | KCM INVESTMENT ADVISORS LLC | 8,196 | 337,000 | 1.10% | ||
| 9 | Laird Norton Wetherby Wealth Management, LLC | 8,092 | 332,000 | 1.08% | ||
| 10 | Convergence Investment Partners, LLC | 5,570 | 229,000 | 0.75% |
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.
