| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 48,551 | 4,798,000 | 39.06% | ||
| 2 | Matterhorn Capital Management, LLC | 31,816 | 3,144,000 | 25.59% | ||
| 3 | World Asset Management Inc | 23,080 | 2,281,000 | 18.57% | ||
| 4 | Veritable, L.P. | 10,509 | 1,038,000 | 8.45% | ||
| 5 | COLDSTREAM CAPITAL MANAGEMENT INC | 5,805 | 574,000 | 4.67% | ||
| 6 | RONALD BLUE & CO LLC | 2,281 | 225,000 | 1.83% | ||
| 7 | Laird Norton Wetherby Wealth Management, LLC | 2,265 | 224,000 | 1.82% |
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.
