| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Stonehage Fleming Financial Services Holdings Ltd | 23,726 | 12,813,000 | 57.89% | ||
| 2 | Yellowstone Partners, LLC | 10,029 | 5,416,000 | 24.47% | ||
| 3 | CPWM, LLC | 3,542 | 1,913,000 | 8.64% | ||
| 4 | CAPITAL INSIGHT PARTNERS, LLC | 3,322 | 1,794,000 | 8.11% | ||
| 5 | Cable Hill Partners, LLC | 345 | 188,000 | 0.85% | ||
| 6 | PINKERTON WEALTH, LLC | 9 | 5,000 | 0.02% | ||
| 7 | 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.
