| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HOWARD CAPITAL MANAGEMENT | 202,075 | 7,448,000 | 48.14% | ||
| 2 | COLDSTREAM CAPITAL MANAGEMENT INC | 76,245 | 2,810,000 | 18.16% | ||
| 3 | Barry Investment Advisors, LLC | 42,215 | 1,556,000 | 10.06% | ||
| 4 | Veritable, L.P. | 31,960 | 1,178,000 | 7.61% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 27,000 | 995,000 | 6.43% | ||
| 6 | BBR PARTNERS, LLC | 14,780 | 545,000 | 3.52% | ||
| 7 | FIRST FOUNDATION ADVISORS | 12,438 | 458,000 | 2.96% | ||
| 8 | SOL Capital Management CO | 7,500 | 276,000 | 1.78% | ||
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,532 | 204,000 | 1.32% |
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.
