| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Advisors Capital Management, LLC | 299,600 | 5,510,000 | 40.45% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 248,186 | 4,564,000 | 33.50% | ||
| 3 | Veritable, L.P. | 72,146 | 1,327,000 | 9.74% | ||
| 4 | Ativo Capital Management LLC | 44,969 | 827,000 | 6.07% | ||
| 5 | Evercore Wealth Management, LLC | 43,040 | 792,000 | 5.81% | ||
| 6 | Coe Capital Management, LLC | 17,645 | 325,000 | 2.39% | ||
| 7 | MASSEY QUICK SIMON & CO., LLC | 14,900 | 274,000 | 2.01% | ||
| 8 | Plante Moran Financial Advisors, LLC | 161 | 3,000 | 0.02% |
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.
