| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BADGLEY PHELPS & BELL INC | 20,000 | 13,000 | 99.43% | ||
| 2 | RISK PARADIGM GROUP, LLC | 118 | 74 | 0.57% | ||
| 3 | WEALTHFRONT CORP | 21 | 0 | 0.00% |
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.