| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ITHAKA GROUP LLC | 403,861 | 19,910,000 | 88.71% | ||
| 2 | American Money Management, LLC | 21,950 | 1,082,135 | 4.82% | ||
| 3 | RONALD BLUE & CO LLC | 17,104 | 843,000 | 3.76% | ||
| 4 | BRIGHTON JONES LLC | 6,316 | 311,000 | 1.39% | ||
| 5 | SEVEN EIGHT CAPITAL, LP | 4,886 | 241,000 | 1.07% | ||
| 6 | SATURNA CAPITAL CORP | 1,151 | 57,000 | 0.25% |
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.
