| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 700 | 86,000 | 2.35% | ||
| 2 | Veritable, L.P. | 1,681 | 207,000 | 5.65% | ||
| 3 | SHELTON CAPITAL MANAGEMENT | 1,830 | 226,000 | 6.17% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 2,050 | 253,000 | 6.91% | ||
| 5 | DEARBORN PARTNERS LLC | 2,305 | 284,000 | 7.75% | ||
| 6 | SONATA CAPITAL GROUP INC | 4,620 | 570,000 | 15.56% | ||
| 7 | Karp Capital Management Corp | 16,526 | 2,038,000 | 55.62% |
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.
