| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 7,528 | 552,000 | 48.42% | ||
| 2 | Fisher Asset Management, LLC | 4,757 | 349,000 | 30.61% | ||
| 3 | BOSTON FINANCIAL MANGEMENT LLC | 3,003 | 220,000 | 19.30% | ||
| 4 | Elite Wealth Management, Inc. | 263 | 19,000 | 1.67% |
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.
