| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 700 | 96,000 | 0.19% | ||
| 2 | Veritable, L.P. | 1,681 | 232,000 | 0.45% | ||
| 3 | SHELTON CAPITAL MANAGEMENT | 1,830 | 252,000 | 0.49% | ||
| 4 | BOSTON FAMILY OFFICE LLC | 2,140 | 295,000 | 0.57% | ||
| 5 | SONATA CAPITAL GROUP INC | 3,470 | 478,000 | 0.92% | ||
| 6 | Karp Capital Management Corp | 17,414 | 2,400,000 | 4.63% | ||
| 7 | WECHTER FELDMAN WEALTH MANAGEMENT, INC. | 26,387 | 3,637,000 | 7.01% | ||
| 8 | SCS Capital Management LLC | 322,735 | 44,479,000 | 85.75% |
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.
