| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Azimuth Capital Management LLC | 152,810 | 6,595,000 | 87.86% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 9,176 | 396,000 | 5.28% | ||
| 3 | MAI Capital Management | 6,458 | 279,000 | 3.72% | ||
| 4 | World Asset Management Inc | 5,471 | 236,000 | 3.14% |
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.
