| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Azimuth Capital Management LLC | 39,660 | 9,663,000 | 47.44% | ||
| 2 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 20,693 | 5,042,000 | 24.75% | ||
| 3 | SVB WEALTH LLC | 7,774 | 1,894,000 | 9.30% | ||
| 4 | World Asset Management Inc | 5,977 | 1,456,000 | 7.15% | ||
| 5 | CIM, LLC | 3,729 | 909,000 | 4.46% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 3,285 | 801,000 | 3.93% | ||
| 7 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 1,610 | 392,000 | 1.92% | ||
| 8 | Veritable, L.P. | 865 | 211,000 | 1.04% |
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.
