| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CrestPoint Capital Management, LLC | 7,820 | 739,000 | 45.99% | ||
| 2 | World Asset Management Inc | 3,672 | 347,000 | 21.59% | ||
| 3 | CONGRESS ASSET MANAGEMENT CO | 3,000 | 284,000 | 17.67% | ||
| 4 | Laird Norton Wetherby Wealth Management, LLC | 2,309 | 218,000 | 13.57% | ||
| 5 | Vigilant Capital Management, LLC | 200 | 19,000 | 1.18% |
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.
