| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 28,984 | 3,176,000 | 70.42% | ||
| 2 | Avalon Investment & Advisory | 8,131 | 891,000 | 19.76% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 2,949 | 323,000 | 7.16% | ||
| 4 | Cornerstone Advisors, Inc. | 1,094 | 120,000 | 2.66% |
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.
