| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FineMark National Bank & Trust | 1,337,591 | 1,685,000 | 72.50% | ||
| 2 | VANGUARD GROUP INC | 159,800 | 202,000 | 8.69% | ||
| 3 | DOWLING & YAHNKE LLC | 136,260 | 172,000 | 7.40% | ||
| 4 | ESSEX INVESTMENT MANAGEMENT CO LLC | 80,662 | 102,000 | 4.39% | ||
| 5 | Creative Planning | 30,100 | 38,000 | 1.64% | ||
| 6 | MORGAN STANLEY | 29,046 | 37,000 | 1.59% | ||
| 7 | SHEPHERD KAPLAN KROCHUK, LLC | 22,885 | 29,000 | 1.25% | ||
| 8 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 20,048 | 25,000 | 1.08% | ||
| 9 | ADVISOR GROUP, INC. | 12,000 | 15,000 | 0.65% | ||
| 10 | NORTHERN TRUST CORP | 10,203 | 13,000 | 0.56% | ||
| 11 | BlackRock Finance, Inc. | 5,091 | 6,000 | 0.26% |
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.
