| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 434,353 | 3,318,000 | 62.34% | ||
| 2 | Laird Norton Wetherby Wealth Management, LLC | 97,486 | 745,000 | 14.00% | ||
| 3 | Avalon Investment & Advisory | 86,225 | 659,000 | 12.38% | ||
| 4 | SVB WEALTH LLC | 30,506 | 233,000 | 4.38% | ||
| 5 | HIGH POINTE CAPITAL MANAGEMENT LLC | 27,860 | 213,000 | 4.00% | ||
| 6 | PACER ADVISORS, INC. | 15,135 | 116,000 | 2.18% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 5,021 | 38,000 | 0.71% |
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.
