| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Matterhorn Capital Management, LLC | 31,582 | 2,804,000 | 34.10% | ||
| 2 | Geneva Advisors, LLC | 25,612 | 2,274,000 | 27.65% | ||
| 3 | World Asset Management Inc | 23,175 | 2,057,000 | 25.02% | ||
| 4 | Avalon Investment & Advisory | 7,218 | 641,000 | 7.80% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 2,543 | 226,000 | 2.75% | ||
| 6 | Laird Norton Wetherby Wealth Management, LLC | 2,470 | 219,000 | 2.66% | ||
| 7 | Cornerstone Advisors, Inc. | 21 | 2,000 | 0.02% |
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.
