| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,858 | 569,000 | 66.22% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 3,996 | 289,242 | 33.66% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 7 | 1,000 | 0.12% |
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.
