| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 6,129 | 358,000 | 58.40% | ||
| 2 | FARR MILLER & WASHINGTON LLC/DC | 4,000 | 233,000 | 38.01% | ||
| 3 | EFG Private Wealth Management (Americas) Corp. | 370 | 22,000 | 3.59% |
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.
