| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 49,110 | 2,611,000 | 24.51% | ||
| 2 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 35,460 | 1,885,000 | 17.70% | ||
| 3 | CG Asset Management LLC | 32,910 | 1,750,000 | 16.43% | ||
| 4 | Geneva Advisors, LLC | 28,148 | 1,497,000 | 14.05% | ||
| 5 | BLUESTEIN R H & CO LLC | 16,000 | 851,000 | 7.99% | ||
| 6 | World Asset Management Inc | 10,223 | 544,000 | 5.11% | ||
| 7 | EAGLE GLOBAL ADVISORS LLC | 8,000 | 425,000 | 3.99% | ||
| 8 | RONALD BLUE & CO LLC | 6,545 | 348,000 | 3.27% | ||
| 9 | Belmont Global Advisors, Inc. | 5,922 | 315,000 | 2.96% | ||
| 10 | Point Windward Advisors Inc. | 5,300 | 282,000 | 2.65% | ||
| 11 | Crosspoint Capital Strategies, LLC | 2,652 | 141,000 | 1.32% | ||
| 12 | QUADRANT CAPITAL GROUP LLC | 82 | 3,000 | 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.
