| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Spruce Investment Advisors LLC | 719,746 | 28,574,000 | 66.35% | ||
| 2 | HOWARD CAPITAL MANAGEMENT | 190,660 | 7,569,000 | 17.58% | ||
| 3 | COLDSTREAM CAPITAL MANAGEMENT INC | 96,514 | 3,832,000 | 8.90% | ||
| 4 | Veritable, L.P. | 22,010 | 874,000 | 2.03% | ||
| 5 | BBR PARTNERS, LLC | 14,780 | 587,000 | 1.36% | ||
| 6 | FIRST FOUNDATION ADVISORS | 12,438 | 494,000 | 1.15% | ||
| 7 | HOLLENCREST CAPITAL MANAGEMENT | 12,000 | 476,000 | 1.11% | ||
| 8 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 9,087 | 361,000 | 0.84% | ||
| 9 | SOL Capital Management CO | 7,200 | 286,000 | 0.66% | ||
| 10 | CapWealth Advisors, LLC | 246 | 10,000 | 0.02% |
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.
