| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Obermeyer Wealth Partners | 1,331,669 | 38,379,000 | 36.94% | ||
| 2 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 1,149,659 | 33,134,000 | 31.89% | ||
| 3 | Suncoast Equity Management | 439,285 | 12,660,000 | 12.18% | ||
| 4 | ARS Investment Partners, LLC | 422,477 | 12,176,000 | 11.72% | ||
| 5 | Leonetti & Associates, LLC | 119,400 | 3,441,000 | 3.31% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 60,214 | 1,736,000 | 1.67% | ||
| 7 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 30,110 | 868,000 | 0.84% | ||
| 8 | World Asset Management Inc | 27,209 | 784,000 | 0.75% | ||
| 9 | Coe Capital Management, LLC | 15,005 | 432,000 | 0.42% | ||
| 10 | Veritable, L.P. | 7,188 | 207,000 | 0.20% | ||
| 11 | QUADRANT CAPITAL GROUP LLC | 2,982 | 83,000 | 0.08% |
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.
