| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PREMIER ASSET MANAGEMENT LLC | 214,609 | 9,760,000 | 46.34% | ||
| 2 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 82,614 | 3,757,000 | 17.84% | ||
| 3 | SVB WEALTH LLC | 67,145 | 3,054,000 | 14.50% | ||
| 4 | Independence Capital Asset Partners, LLC | 33,131 | 1,507,000 | 7.16% | ||
| 5 | BLUESTEIN R H & CO LLC | 19,000 | 864,000 | 4.10% | ||
| 6 | World Asset Management Inc | 11,181 | 509,000 | 2.42% | ||
| 7 | Point Windward Advisors Inc. | 10,485 | 477,000 | 2.26% | ||
| 8 | EAGLE GLOBAL ADVISORS LLC | 8,000 | 364,000 | 1.73% | ||
| 9 | QUADRANT CAPITAL GROUP LLC | 7,920 | 359,000 | 1.70% | ||
| 10 | RONALD BLUE & CO LLC | 6,965 | 317,000 | 1.51% | ||
| 11 | Crosspoint Capital Strategies, LLC | 2,071 | 94,000 | 0.45% |
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.
