| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewFocus Financial Group, LLC | 48,367 | 6,769,000 | 60.51% | ||
| 2 | EXCELSIA, INC. | 19,534 | 2,734,000 | 24.44% | ||
| 3 | SONATA CAPITAL GROUP INC | 4,195 | 587,000 | 5.25% | ||
| 4 | Douglass Winthrop Advisors, LLC | 3,500 | 474,000 | 4.24% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 2,430 | 340,000 | 3.04% | ||
| 6 | DEARBORN PARTNERS LLC | 2,010 | 282,000 | 2.52% |
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.
