| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 10,562 | 2,097,000 | 26.10% | ||
| 2 | SENTINEL ASSET MANAGEMENT, INC. | 7,460 | 1,480,000 | 18.42% | ||
| 3 | World Asset Management Inc | 4,145 | 823,000 | 10.24% | ||
| 4 | Coe Capital Management, LLC | 3,945 | 783,000 | 9.75% | ||
| 5 | Curi Capital, LLC | 3,576 | 710,000 | 8.84% | ||
| 6 | CG Asset Management LLC | 2,600 | 516,000 | 6.42% | ||
| 7 | ZEVIN ASSET MANAGEMENT LLC | 2,075 | 412,000 | 5.13% | ||
| 8 | RONALD BLUE & CO LLC | 1,967 | 390,000 | 4.85% | ||
| 9 | Cetera Advisor Networks LLC | 1,583 | 315,000 | 3.92% | ||
| 10 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 1,400 | 278,000 | 3.46% | ||
| 11 | SCOUT INVESTMENTS, INC. | 1,160 | 230,000 | 2.86% |
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.
