| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 63,968 | 4,115,000 | 32.55% | ||
| 2 | SVB WEALTH LLC | 39,000 | 2,509,000 | 19.84% | ||
| 3 | Convergence Investment Partners, LLC | 30,818 | 1,983,000 | 15.68% | ||
| 4 | CHURCHILL MANAGEMENT Corp | 26,247 | 1,688,000 | 13.35% | ||
| 5 | CrestPoint Capital Management, LLC | 14,200 | 913,000 | 7.22% | ||
| 6 | World Asset Management Inc | 9,194 | 591,000 | 4.67% | ||
| 7 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 5,000 | 322,000 | 2.55% | ||
| 8 | Liberty Capital Management, Inc. | 4,950 | 318,000 | 2.52% | ||
| 9 | Curi Capital, LLC | 3,184 | 205,000 | 1.62% |
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.
