| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ITHAKA GROUP LLC | 326,809 | 16,657,000 | 68.12% | ||
| 2 | CABOT WEALTH MANAGEMENT INC | 99,429 | 5,068,000 | 20.72% | ||
| 3 | Kingfisher Capital LLC | 26,950 | 1,374,000 | 5.62% | ||
| 4 | Sandy Spring Bank | 18,770 | 957,000 | 3.91% | ||
| 5 | BRIGHTON JONES LLC | 6,227 | 317,000 | 1.30% | ||
| 6 | SATURNA CAPITAL CORP | 1,451 | 74,000 | 0.30% | ||
| 7 | TOMPKINS FINANCIAL CORP | 107 | 5,000 | 0.02% | ||
| 8 | First City Capital Management, Inc. | 39 | 1,988 | 0.01% |
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.
