| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NEWFOUND RESEARCH LLC | 86,390 | 1,630,000 | 43.97% | ||
| 2 | Merriman Wealth Management, LLC | 48,600 | 917,000 | 24.74% | ||
| 3 | American Research & Management Co. | 44,250 | 835,000 | 22.52% | ||
| 4 | JOHNSON INVESTMENT COUNSEL INC | 10,434 | 196,000 | 5.29% | ||
| 5 | Clal Insurance Enterprises Holdings Ltd | 6,800 | 128,000 | 3.45% | ||
| 6 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 86 | 1,000 | 0.03% |
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.
