| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATHSTONE FAMILY OFFICE, LLC | 600 | 55,000 | 0.24% | ||
| 2 | QUADRANT CAPITAL GROUP LLC | 1,475 | 126,000 | 0.55% | ||
| 3 | American National Registered Investment Advisor, Inc. | 3,450 | 316,000 | 1.37% | ||
| 4 | DOWLING & YAHNKE LLC | 4,314 | 395,000 | 1.71% | ||
| 5 | Ascent Wealth Partners, LLC | 4,411 | 403,000 | 1.75% | ||
| 6 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 8,206 | 751,000 | 3.26% | ||
| 7 | Veritable, L.P. | 10,215 | 934,000 | 4.05% | ||
| 8 | ADELL HARRIMAN & CARPENTER INC | 18,680 | 1,708,846 | 7.41% | ||
| 9 | Karp Capital Management Corp | 26,095 | 2,387,000 | 10.35% | ||
| 10 | AMERICAN NATIONAL INSURANCE CO | 27,405 | 2,507,000 | 10.87% | ||
| 11 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 35,824 | 3,277,000 | 14.21% | ||
| 12 | World Asset Management Inc | 41,186 | 3,768,000 | 16.33% | ||
| 13 | MARK ASSET MANAGEMENT LP | 70,398 | 6,440,000 | 27.92% |
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.
