| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 5,021 | 36,000 | 0.67% | ||
| 2 | PACER ADVISORS, INC. | 15,135 | 110,000 | 2.06% | ||
| 3 | HIGH POINTE CAPITAL MANAGEMENT LLC | 27,860 | 202,000 | 3.78% | ||
| 4 | SVB WEALTH LLC | 27,950 | 203,000 | 3.80% | ||
| 5 | CERITY PARTNERS LLC | 38,903 | 282,000 | 5.28% | ||
| 6 | Avalon Investment & Advisory | 78,300 | 568,000 | 10.63% | ||
| 7 | Laird Norton Wetherby Wealth Management, LLC | 103,286 | 748,000 | 14.00% | ||
| 8 | World Asset Management Inc | 440,620 | 3,194,000 | 59.78% |
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.
