| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 437,618 | 2,503,000 | 71.21% | ||
| 2 | Laird Norton Wetherby Wealth Management, LLC | 79,882 | 457,000 | 13.00% | ||
| 3 | SVB WEALTH LLC | 50,119 | 287,000 | 8.17% | ||
| 4 | HIGH POINTE CAPITAL MANAGEMENT LLC | 29,050 | 166,000 | 4.72% | ||
| 5 | PACER ADVISORS, INC. | 12,720 | 73,000 | 2.08% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 5,021 | 29,000 | 0.83% |
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.
