| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Obermeyer Wealth Partners | 1,196,450 | 37,676,000 | 85.79% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 78,679 | 2,478,000 | 5.64% | ||
| 3 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 49,709 | 1,565,000 | 3.56% | ||
| 4 | World Asset Management Inc | 27,701 | 872,000 | 1.99% | ||
| 5 | Coe Capital Management, LLC | 14,185 | 447,000 | 1.02% | ||
| 6 | Laird Norton Wetherby Wealth Management, LLC | 13,903 | 438,000 | 1.00% | ||
| 7 | Veritable, L.P. | 10,661 | 336,000 | 0.77% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 3,405 | 103,000 | 0.23% |
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.
