| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 572,355 | 38,239,000 | 39.53% | ||
| 2 | PRIO WEALTH LIMITED PARTNERSHIP | 413,646 | 27,635,000 | 28.57% | ||
| 3 | Main Street Research LLC | 110,797 | 7,402,000 | 7.65% | ||
| 4 | FORBES J M & CO LLP | 109,462 | 7,313,000 | 7.56% | ||
| 5 | World Asset Management Inc | 68,310 | 4,564,000 | 4.72% | ||
| 6 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 66,697 | 4,456,000 | 4.61% | ||
| 7 | Veritable, L.P. | 47,921 | 3,202,000 | 3.31% | ||
| 8 | KCM INVESTMENT ADVISORS LLC | 14,695 | 982,000 | 1.02% | ||
| 9 | ADELL HARRIMAN & CARPENTER INC | 13,500 | 901,935 | 0.93% | ||
| 10 | DOWLING & YAHNKE LLC | 12,113 | 809,000 | 0.84% | ||
| 11 | RONALD BLUE & CO LLC | 6,344 | 423,000 | 0.44% | ||
| 12 | Azimuth Capital Management LLC | 4,000 | 267,000 | 0.28% | ||
| 13 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 3,491 | 233,000 | 0.24% | ||
| 14 | Ballentine Partners, LLC | 3,078 | 205,000 | 0.21% | ||
| 15 | Crosspoint Capital Strategies, LLC | 1,420 | 95,000 | 0.10% |
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.
