| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LJ TRUST Co LLC | 454,000 | 17,661,000 | 53.48% | ||
| 2 | NorthCoast Asset Management LLC | 97,782 | 3,804,000 | 11.52% | ||
| 3 | GRAYBILL WEALTH MANAGEMENT, LTD. | 75,604 | 2,941,000 | 8.91% | ||
| 4 | World Asset Management Inc | 61,897 | 2,407,000 | 7.29% | ||
| 5 | FIRST FOUNDATION ADVISORS | 53,267 | 2,072,000 | 6.27% | ||
| 6 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 43,136 | 1,678,000 | 5.08% | ||
| 7 | Veritable, L.P. | 38,646 | 1,503,000 | 4.55% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 9,978 | 389,000 | 1.18% | ||
| 9 | KCM INVESTMENT ADVISORS LLC | 9,369 | 364,000 | 1.10% | ||
| 10 | Boltwood Capital Management | 5,200 | 202,000 | 0.61% |
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.
