| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 472,931 | 3,192,000 | 73.04% | ||
| 2 | Laird Norton Wetherby Wealth Management, LLC | 97,247 | 656,000 | 15.01% | ||
| 3 | SVB WEALTH LLC | 35,499 | 240,000 | 5.49% | ||
| 4 | HIGH POINTE CAPITAL MANAGEMENT LLC | 29,050 | 196,000 | 4.49% | ||
| 5 | PACER ADVISORS, INC. | 12,720 | 86,000 | 1.97% |
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.
