| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Boltwood Capital Management | 472,200 | 20,319,000 | 62.79% | ||
| 2 | GRAYBILL WEALTH MANAGEMENT, LTD. | 66,627 | 2,867,000 | 8.86% | ||
| 3 | World Asset Management Inc | 56,145 | 2,416,000 | 7.47% | ||
| 4 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 42,186 | 1,815,000 | 5.61% | ||
| 5 | Veritable, L.P. | 37,898 | 1,631,000 | 5.04% | ||
| 6 | FIRST FOUNDATION ADVISORS | 29,565 | 1,272,000 | 3.93% | ||
| 7 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 23,753 | 1,022,000 | 3.16% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 8,650 | 373,000 | 1.15% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 8,663 | 373,000 | 1.15% | ||
| 10 | SVB WEALTH LLC | 6,287 | 271,000 | 0.84% |
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.
