| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 235,386 | 10,861,000 | 33.75% | ||
| 2 | PREMIER ASSET MANAGEMENT LLC | 229,849 | 10,605,000 | 32.95% | ||
| 3 | BLUESTEIN R H & CO LLC | 107,500 | 4,960,000 | 15.41% | ||
| 4 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 78,534 | 3,624,000 | 11.26% | ||
| 5 | World Asset Management Inc | 15,440 | 712,000 | 2.21% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 12,586 | 581,000 | 1.81% | ||
| 7 | EAGLE GLOBAL ADVISORS LLC | 10,400 | 480,000 | 1.49% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 7,883 | 361,000 | 1.12% |
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.
