| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Obermeyer Wealth Partners | 1,255,557 | 35,130,000 | 87.27% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 78,191 | 2,187,000 | 5.43% | ||
| 3 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 54,452 | 1,524,000 | 3.79% | ||
| 4 | World Asset Management Inc | 29,742 | 832,000 | 2.07% | ||
| 5 | Veritable, L.P. | 9,257 | 259,000 | 0.64% | ||
| 6 | Laird Norton Wetherby Wealth Management, LLC | 7,940 | 222,000 | 0.55% | ||
| 7 | QUADRANT CAPITAL GROUP LLC | 3,718 | 99,000 | 0.25% |
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.
