| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOWARD CAPITAL MANAGEMENT | 186,420 | 7,953,000 | 49.62% | ||
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | 86,127 | 3,674,000 | 22.92% | ||
| 3 | Veritable, L.P. | 43,720 | 1,865,000 | 11.64% | ||
| 4 | HOLLENCREST CAPITAL MANAGEMENT | 25,000 | 1,067,000 | 6.66% | ||
| 5 | BBR PARTNERS, LLC | 15,493 | 661,000 | 4.12% | ||
| 6 | FIRST FOUNDATION ADVISORS | 12,208 | 521,000 | 3.25% | ||
| 7 | SOL Capital Management CO | 6,700 | 286,000 | 1.78% |
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.
