| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WestEnd Advisors, LLC | 1,436,434 | 101,297,325 | 56.05% | ||
| 2 | Independence Capital Asset Partners, LLC | 525,913 | 37,087,000 | 20.52% | ||
| 3 | Avalon Investment & Advisory | 171,886 | 12,121,000 | 6.71% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 131,169 | 9,250,000 | 5.12% | ||
| 5 | RONALD BLUE & CO LLC | 119,530 | 8,429,000 | 4.66% | ||
| 6 | Geneva Advisors, LLC | 67,180 | 4,738,000 | 2.62% | ||
| 7 | ROTHSCHILD INVESTMENT LLC /IL | 43,680 | 3,080,000 | 1.70% | ||
| 8 | Narwhal Capital Management | 29,075 | 2,050,000 | 1.13% | ||
| 9 | World Asset Management Inc | 18,178 | 1,282,000 | 0.71% | ||
| 10 | CONDOR CAPITAL MANAGEMENT | 14,289 | 1,008,000 | 0.56% | ||
| 11 | Veritable, L.P. | 5,268 | 371,000 | 0.21% |
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.
