| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Stonehage Fleming Financial Services Holdings Ltd | 24,066 | 13,349,000 | 66.74% | ||
| 2 | Yellowstone Partners, LLC | 8,924 | 4,950,000 | 24.75% | ||
| 3 | Gerstein Fisher | 2,105 | 1,168,000 | 5.84% | ||
| 4 | CPWM, LLC | 616 | 342,000 | 1.71% | ||
| 5 | Cable Hill Partners, LLC | 340 | 187,000 | 0.94% | ||
| 6 | Lowe Wealth Advisors, LLC | 8 | 4,000 | 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.
