| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BADGLEY PHELPS & BELL INC | 330,698 | 13,046,000 | 54.38% | ||
| 2 | Waldron Private Wealth LLC | 227,665 | 8,981,384 | 37.43% | ||
| 3 | KEELEY ASSET MANAGEMENT CORP | 24,400 | 963,000 | 4.01% | ||
| 4 | Veritable, L.P. | 18,800 | 742,000 | 3.09% | ||
| 5 | Boltwood Capital Management | 6,600 | 260,000 | 1.08% |
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.
