| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | 448,390 | 30,616,000 | 91.14% | ||
| 2 | Coe Capital Management, LLC | 21,755 | 1,485,000 | 4.42% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 9,321 | 636,000 | 1.89% | ||
| 4 | Veritable, L.P. | 4,881 | 333,000 | 0.99% | ||
| 5 | CHECK CAPITAL MANAGEMENT INC/CA | 4,529 | 309,000 | 0.92% | ||
| 6 | World Asset Management Inc | 3,139 | 214,000 | 0.64% | ||
| 7 | QUADRANT CAPITAL GROUP LLC | 34 | 1,000 | 0.00% |
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.
