| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PREMIER ASSET MANAGEMENT LLC | 227,369 | 8,478,000 | 48.23% | ||
| 2 | SVB WEALTH LLC | 192,564 | 7,181,000 | 40.85% | ||
| 3 | BLUESTEIN R H & CO LLC | 20,000 | 746,000 | 4.24% | ||
| 4 | World Asset Management Inc | 14,383 | 537,000 | 3.05% | ||
| 5 | EAGLE GLOBAL ADVISORS LLC | 9,200 | 343,000 | 1.95% | ||
| 6 | QUADRANT CAPITAL GROUP LLC | 7,916 | 293,000 | 1.67% |
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.
