| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Boltwood Capital Management | 472,200 | 20,569,000 | 56.70% | ||
| 2 | GRAYBILL WEALTH MANAGEMENT, LTD. | 67,202 | 2,927,000 | 8.07% | ||
| 3 | CULLINAN ASSOCIATES INC | 60,875 | 2,652,000 | 7.31% | ||
| 4 | World Asset Management Inc | 57,361 | 2,499,000 | 6.89% | ||
| 5 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 43,071 | 1,876,000 | 5.17% | ||
| 6 | Veritable, L.P. | 37,175 | 1,619,000 | 4.46% | ||
| 7 | NorthCoast Asset Management LLC | 36,046 | 1,570,000 | 4.33% | ||
| 8 | FIRST FOUNDATION ADVISORS | 34,655 | 1,510,000 | 4.16% | ||
| 9 | Laird Norton Wetherby Wealth Management, LLC | 9,202 | 401,000 | 1.11% | ||
| 10 | KCM INVESTMENT ADVISORS LLC | 8,663 | 377,000 | 1.04% | ||
| 11 | SVB WEALTH LLC | 6,287 | 274,000 | 0.76% |
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.
