| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Azimuth Capital Management LLC | 153,790 | 6,555,000 | 77.36% | ||
| 2 | Coe Capital Management, LLC | 17,520 | 747,000 | 8.82% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 10,252 | 437,000 | 5.16% | ||
| 4 | MAI Capital Management | 6,654 | 284,000 | 3.35% | ||
| 5 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 5,710 | 243,000 | 2.87% | ||
| 6 | World Asset Management Inc | 4,866 | 207,000 | 2.44% |
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.
