| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 43,632 | 3,128,000 | 16.55% | ||
| 2 | Oxbow Advisors, LLC | 39,159 | 2,808,000 | 14.85% | ||
| 3 | DF DENT & CO INC | 38,002 | 2,725,000 | 14.41% | ||
| 4 | World Asset Management Inc | 33,788 | 2,423,000 | 12.82% | ||
| 5 | Mendel Money Management | 20,414 | 1,464,000 | 7.74% | ||
| 6 | SCHNIEDERS CAPITAL MANAGEMENT LLC | 18,394 | 1,319,000 | 6.98% | ||
| 7 | Veritable, L.P. | 14,995 | 1,075,000 | 5.69% | ||
| 8 | FIRST FOUNDATION ADVISORS | 13,326 | 955,000 | 5.05% | ||
| 9 | Cetera Advisor Networks LLC | 11,960 | 856,000 | 4.53% | ||
| 10 | Regent Investment Management LLC | 6,250 | 448,000 | 2.37% | ||
| 11 | CG Asset Management LLC | 5,261 | 377,000 | 1.99% | ||
| 12 | MONETARY MANAGEMENT GROUP INC | 4,250 | 305,000 | 1.61% | ||
| 13 | CATAWBA CAPITAL MANAGEMENT /VA | 3,984 | 286,000 | 1.51% | ||
| 14 | Kimelman & Baird, LLC | 3,933 | 282,000 | 1.49% | ||
| 15 | Ascent Wealth Partners, LLC | 2,905 | 208,000 | 1.10% | ||
| 16 | J.P. Morgan Private Wealth Advisors LLC | 2,861 | 205,000 | 1.08% | ||
| 17 | ISTHMUS PARTNERS, LLC | 300 | 22,000 | 0.12% | ||
| 18 | Parasol Investment Management, LLC | 265 | 19,000 | 0.10% |
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.
