| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Independence Capital Asset Partners, LLC | 60,023 | 2,523,000 | 49.37% | ||
| 2 | SVB WEALTH LLC | 16,710 | 702,000 | 13.74% | ||
| 3 | BLUESTEIN R H & CO LLC | 16,500 | 693,000 | 13.56% | ||
| 4 | World Asset Management Inc | 10,802 | 454,000 | 8.88% | ||
| 5 | RONALD BLUE & CO LLC | 6,634 | 279,000 | 5.46% | ||
| 6 | Belmont Global Advisors, Inc. | 5,922 | 249,000 | 4.87% | ||
| 7 | EAGLE GLOBAL ADVISORS LLC | 5,000 | 210,000 | 4.11% |
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.
