| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 404,036 | 2,428,000 | 68.43% | ||
| 2 | Laird Norton Wetherby Wealth Management, LLC | 64,192 | 385,000 | 10.85% | ||
| 3 | SVB WEALTH LLC | 58,058 | 349,000 | 9.84% | ||
| 4 | HIGH POINTE CAPITAL MANAGEMENT LLC | 29,050 | 175,000 | 4.93% | ||
| 5 | Avalon Investment & Advisory | 22,420 | 135,000 | 3.80% | ||
| 6 | PACER ADVISORS, INC. | 12,720 | 76,000 | 2.14% |
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.
