| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 573,675 | 39,945,000 | 40.97% | ||
| 2 | PRIO WEALTH LIMITED PARTNERSHIP | 401,195 | 27,935,000 | 28.65% | ||
| 3 | Main Street Research LLC | 118,523 | 8,253,000 | 8.46% | ||
| 4 | FORBES J M & CO LLP | 106,929 | 7,445,000 | 7.64% | ||
| 5 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 68,897 | 4,797,000 | 4.92% | ||
| 6 | World Asset Management Inc | 61,744 | 4,299,000 | 4.41% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 16,716 | 1,164,000 | 1.19% | ||
| 8 | DOWLING & YAHNKE LLC | 11,726 | 816,000 | 0.84% | ||
| 9 | Veritable, L.P. | 10,524 | 733,000 | 0.75% | ||
| 10 | HOLLENCREST CAPITAL MANAGEMENT | 7,916 | 552,000 | 0.57% | ||
| 11 | FALCON POINT CAPITAL, LLC | 4,822 | 336,000 | 0.34% | ||
| 12 | RONALD BLUE & CO LLC | 4,774 | 333,000 | 0.34% | ||
| 13 | Azimuth Capital Management LLC | 4,000 | 279,000 | 0.29% | ||
| 14 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 3,490 | 243,000 | 0.25% | ||
| 15 | Ballentine Partners, LLC | 3,162 | 220,000 | 0.23% | ||
| 16 | Crosspoint Capital Strategies, LLC | 1,420 | 99,000 | 0.10% | ||
| 17 | QUADRANT CAPITAL GROUP LLC | 569 | 36,000 | 0.04% | ||
| 18 | PATHSTONE FAMILY OFFICE, LLC | 181 | 13,000 | 0.01% |
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.
