| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOWARD CAPITAL MANAGEMENT | 187,710 | 8,122,000 | 53.08% | ||
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | 87,779 | 3,798,000 | 24.82% | ||
| 3 | Veritable, L.P. | 43,720 | 1,892,000 | 12.37% | ||
| 4 | BBR PARTNERS, LLC | 15,493 | 670,000 | 4.38% | ||
| 5 | FIRST FOUNDATION ADVISORS | 12,208 | 528,000 | 3.45% | ||
| 6 | SOL Capital Management CO | 6,700 | 290,000 | 1.90% |
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.
