| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KOVITZ INVESTMENT GROUP PARTNERS, LLC | 1,408,442 | 34,218,000 | 40.01% | ||
| 2 | Obermeyer Wealth Partners | 1,276,599 | 33,804,000 | 39.53% | ||
| 3 | ARS Investment Partners, LLC | 392,307 | 10,388,000 | 12.15% | ||
| 4 | Leonetti & Associates, LLC | 121,400 | 3,215,000 | 3.76% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 69,159 | 1,832,000 | 2.14% | ||
| 6 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 32,755 | 867,000 | 1.01% | ||
| 7 | World Asset Management Inc | 28,506 | 755,000 | 0.88% | ||
| 8 | Coe Capital Management, LLC | 13,680 | 362,000 | 0.42% | ||
| 9 | QUADRANT CAPITAL GROUP LLC | 3,050 | 78,000 | 0.09% |
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.
