| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 271,966 | 34,477,000 | 82.71% | ||
| 2 | WECHTER FELDMAN WEALTH MANAGEMENT, INC. | 29,045 | 3,682,000 | 8.83% | ||
| 3 | Karp Capital Management Corp | 18,038 | 2,287,000 | 5.49% | ||
| 4 | SONATA CAPITAL GROUP INC | 3,470 | 440,000 | 1.06% | ||
| 5 | BOSTON FAMILY OFFICE LLC | 2,055 | 261,000 | 0.63% | ||
| 6 | SHELTON CAPITAL MANAGEMENT | 1,830 | 232,000 | 0.56% | ||
| 7 | Veritable, L.P. | 1,681 | 213,000 | 0.51% | ||
| 8 | Evercore Wealth Management, LLC | 700 | 89,000 | 0.21% | ||
| 9 | Plante Moran Financial Advisors, LLC | 20 | 3,000 | 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.
