| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 593,639 | 34,152,000 | 38.01% | ||
| 2 | PRIO WEALTH LIMITED PARTNERSHIP | 391,641 | 22,531,000 | 25.07% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 197,324 | 11,352,000 | 12.63% | ||
| 4 | Main Street Research LLC | 99,238 | 5,709,000 | 6.35% | ||
| 5 | World Asset Management Inc | 80,365 | 4,623,000 | 5.14% | ||
| 6 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 63,266 | 3,639,000 | 4.05% | ||
| 7 | Veritable, L.P. | 45,222 | 2,602,000 | 2.90% | ||
| 8 | Cetera Advisors LLC | 13,929 | 801,000 | 0.89% | ||
| 9 | Ameritas Investment Partners, Inc. | 13,765 | 792,000 | 0.88% | ||
| 10 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 10,975 | 631,000 | 0.70% | ||
| 11 | RONALD BLUE & CO LLC | 9,999 | 576,000 | 0.64% | ||
| 12 | ADELL HARRIMAN & CARPENTER INC | 7,950 | 461,736 | 0.51% | ||
| 13 | REYNOLDS CAPITAL MANAGEMENT LLC | 8,000 | 460,000 | 0.51% | ||
| 14 | KCM INVESTMENT ADVISORS LLC | 7,034 | 405,000 | 0.45% | ||
| 15 | DOWLING & YAHNKE LLC | 6,044 | 348,000 | 0.39% | ||
| 16 | Crestwood Advisors Group, LLC | 5,402 | 311,000 | 0.35% | ||
| 17 | HOLLENCREST CAPITAL MANAGEMENT | 4,058 | 233,000 | 0.26% | ||
| 18 | Azimuth Capital Management LLC | 4,000 | 230,000 | 0.26% |
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.
