| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 1,042 | 248,000 | 0.32% | ||
| 2 | BLUESTEIN R H & CO LLC | 1,191 | 283,000 | 0.36% | ||
| 3 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 1,600 | 381,000 | 0.49% | ||
| 4 | CIM, LLC | 3,847 | 915,000 | 1.18% | ||
| 5 | SHELTON CAPITAL MANAGEMENT | 3,875 | 988,000 | 1.27% | ||
| 6 | World Asset Management Inc | 5,709 | 1,359,000 | 1.75% | ||
| 7 | L & S Advisors Inc | 6,414 | 1,526,000 | 1.96% | ||
| 8 | SVB WEALTH LLC | 6,541 | 1,557,000 | 2.00% | ||
| 9 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 20,118 | 4,788,000 | 6.15% | ||
| 10 | Azimuth Capital Management LLC | 40,399 | 9,614,000 | 12.35% | ||
| 11 | SCOUT INVESTMENTS, INC. | 52,539 | 12,503,000 | 16.07% | ||
| 12 | Geneva Advisors, LLC | 183,482 | 43,665,000 | 56.11% |
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.
