| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 14,775 | 2,121,000 | 41.12% | ||
| 2 | World Asset Management Inc | 7,516 | 1,079,000 | 20.92% | ||
| 3 | HALSEY ASSOCIATES INC/CT | 5,109 | 734,000 | 14.23% | ||
| 4 | Caprock Group, LLC | 3,097 | 445,000 | 8.63% | ||
| 5 | BBR PARTNERS, LLC | 1,873 | 269,000 | 5.22% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 1,820 | 261,000 | 5.06% | ||
| 7 | REYNOLDS CAPITAL MANAGEMENT LLC | 1,500 | 215,000 | 4.17% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 184 | 25,000 | 0.48% | ||
| 9 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 63 | 9,000 | 0.17% |
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.
