| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC | 253,429 | 4,711,000 | 94.62% | ||
| 2 | WOODMONT INVESTMENT COUNSEL LLC | 12,518 | 233,000 | 4.68% | ||
| 3 | CARDEROCK CAPITAL MANAGEMENT INC | 1,889 | 35,000 | 0.70% |
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.
