| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Azimuth Capital Management LLC | 144,885 | 6,047,000 | 90.65% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 8,760 | 366,000 | 5.49% | ||
| 3 | MAI Capital Management | 6,192 | 258,000 | 3.87% |
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.
