| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PRIO WEALTH LIMITED PARTNERSHIP | 380,418 | 22,094,000 | 43.95% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 139,332 | 8,092,000 | 16.10% | ||
| 3 | Main Street Research LLC | 85,401 | 4,960,000 | 9.87% | ||
| 4 | World Asset Management Inc | 74,820 | 4,346,000 | 8.64% | ||
| 5 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 59,765 | 3,471,000 | 6.90% | ||
| 6 | Veritable, L.P. | 45,320 | 2,632,000 | 5.24% | ||
| 7 | Ameritas Investment Partners, Inc. | 13,965 | 811,000 | 1.61% | ||
| 8 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 12,450 | 723,000 | 1.44% | ||
| 9 | RONALD BLUE & CO LLC | 9,910 | 576,000 | 1.15% | ||
| 10 | REYNOLDS CAPITAL MANAGEMENT LLC | 9,500 | 552,000 | 1.10% | ||
| 11 | Cetera Advisors LLC | 8,334 | 484,000 | 0.96% | ||
| 12 | ADELL HARRIMAN & CARPENTER INC | 7,950 | 461,736 | 0.92% | ||
| 13 | Crestwood Advisors Group, LLC | 5,402 | 314,000 | 0.62% | ||
| 14 | DOWLING & YAHNKE LLC | 4,984 | 289,000 | 0.57% | ||
| 15 | HOLLENCREST CAPITAL MANAGEMENT | 4,073 | 237,000 | 0.47% | ||
| 16 | Azimuth Capital Management LLC | 4,000 | 232,000 | 0.46% |
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.
