| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 43,822 | 4,725,000 | 36.33% | ||
| 2 | Matterhorn Capital Management, LLC | 32,739 | 3,530,246 | 27.15% | ||
| 3 | World Asset Management Inc | 22,910 | 2,470,000 | 18.99% | ||
| 4 | Veritable, L.P. | 10,421 | 1,124,000 | 8.64% | ||
| 5 | COLDSTREAM CAPITAL MANAGEMENT INC | 5,795 | 625,000 | 4.81% | ||
| 6 | Laird Norton Wetherby Wealth Management, LLC | 2,630 | 283,000 | 2.18% | ||
| 7 | RONALD BLUE & CO LLC | 2,292 | 247,000 | 1.90% |
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.
