| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Karp Capital Management Corp | 18,382 | 2,443,000 | 44.17% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 10,729 | 1,426,000 | 25.78% | ||
| 3 | SONATA CAPITAL GROUP INC | 4,390 | 583,000 | 10.54% | ||
| 4 | DEARBORN PARTNERS LLC | 2,055 | 273,000 | 4.94% | ||
| 5 | BOSTON FAMILY OFFICE LLC | 1,945 | 258,000 | 4.66% | ||
| 6 | SHELTON CAPITAL MANAGEMENT | 1,830 | 232,000 | 4.19% | ||
| 7 | Veritable, L.P. | 1,681 | 223,000 | 4.03% | ||
| 8 | Evercore Wealth Management, LLC | 700 | 93,000 | 1.68% |
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.
