| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 42,018 | 4,245,000 | 38.00% | ||
| 2 | Matterhorn Capital Management, LLC | 31,731 | 3,206,000 | 28.70% | ||
| 3 | World Asset Management Inc | 22,234 | 2,246,000 | 20.10% | ||
| 4 | Veritable, L.P. | 10,310 | 1,042,000 | 9.33% | ||
| 5 | RONALD BLUE & CO LLC | 2,253 | 228,000 | 2.04% | ||
| 6 | Laird Norton Wetherby Wealth Management, LLC | 2,029 | 205,000 | 1.83% |
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.
