| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PREMIER ASSET MANAGEMENT LLC | 223,569 | 9,452,000 | 45.82% | ||
| 2 | SVB WEALTH LLC | 157,790 | 6,671,000 | 32.34% | ||
| 3 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 48,299 | 2,042,000 | 9.90% | ||
| 4 | BLUESTEIN R H & CO LLC | 19,000 | 803,000 | 3.89% | ||
| 5 | World Asset Management Inc | 13,514 | 571,000 | 2.77% | ||
| 6 | Point Windward Advisors Inc. | 9,910 | 419,000 | 2.03% | ||
| 7 | EAGLE GLOBAL ADVISORS LLC | 8,000 | 338,000 | 1.64% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 7,920 | 334,000 | 1.62% |
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.
