| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Cornerstone Advisors, Inc. | 1,124 | 126,000 | 2.54% | ||
| 2 | Laird Norton Wetherby Wealth Management, LLC | 3,057 | 343,000 | 6.93% | ||
| 3 | Avalon Investment & Advisory | 13,341 | 1,497,000 | 30.23% | ||
| 4 | World Asset Management Inc | 26,617 | 2,986,000 | 60.30% |
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.
