| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Boltwood Capital Management | 472,200 | 17,802,000 | 61.58% | ||
| 2 | World Asset Management Inc | 68,475 | 2,582,000 | 8.93% | ||
| 3 | GRAYBILL WEALTH MANAGEMENT, LTD. | 66,106 | 2,492,000 | 8.62% | ||
| 4 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 40,976 | 1,545,000 | 5.34% | ||
| 5 | Veritable, L.P. | 38,069 | 1,435,000 | 4.96% | ||
| 6 | FIRST FOUNDATION ADVISORS | 36,115 | 1,362,000 | 4.71% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 19,815 | 747,000 | 2.58% | ||
| 8 | Ameritas Investment Partners, Inc. | 9,218 | 348,000 | 1.20% | ||
| 9 | Laird Norton Wetherby Wealth Management, LLC | 8,245 | 311,000 | 1.08% | ||
| 10 | KCM INVESTMENT ADVISORS LLC | 7,552 | 285,000 | 0.99% |
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.
