| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 26,818 | 2,661,000 | 70.25% | ||
| 2 | Avalon Investment & Advisory | 8,646 | 858,000 | 22.65% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 2,675 | 265,000 | 7.00% | ||
| 4 | Cornerstone Advisors, Inc. | 39 | 4,000 | 0.11% |
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.
