| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CG Asset Management LLC | 64,570 | 2,069,000 | 32.14% | ||
| 2 | SMITH HAYES Advisers, Inc | 39,740 | 1,273,000 | 19.77% | ||
| 3 | World Asset Management Inc | 36,556 | 1,171,000 | 18.19% | ||
| 4 | Veritable, L.P. | 32,267 | 1,034,000 | 16.06% | ||
| 5 | Coe Capital Management, LLC | 16,625 | 533,000 | 8.28% | ||
| 6 | Detwiler Fenton Investment Management LLC | 8,975 | 288,000 | 4.47% | ||
| 7 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 1,464 | 47,000 | 0.73% | ||
| 8 | PATHSTONE FAMILY OFFICE, LLC | 704 | 23,000 | 0.36% |
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.
