| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NorthCoast Asset Management LLC | 132,354 | 4,910,000 | 32.51% | ||
| 2 | GRAYBILL WEALTH MANAGEMENT, LTD. | 66,462 | 2,466,000 | 16.33% | ||
| 3 | World Asset Management Inc | 52,618 | 1,952,000 | 12.92% | ||
| 4 | FIRST FOUNDATION ADVISORS | 44,700 | 1,658,000 | 10.98% | ||
| 5 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 43,316 | 1,607,000 | 10.64% | ||
| 6 | Veritable, L.P. | 33,516 | 1,243,000 | 8.23% | ||
| 7 | LJ TRUST Co LLC | 10,000 | 371,000 | 2.46% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 9,075 | 337,000 | 2.23% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 8,733 | 324,000 | 2.15% | ||
| 10 | SVB WEALTH LLC | 6,351 | 236,000 | 1.56% |
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.
