| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 246,330 | 10,486,000 | 33.89% | ||
| 2 | PREMIER ASSET MANAGEMENT LLC | 224,924 | 9,575,000 | 30.94% | ||
| 3 | BLUESTEIN R H & CO LLC | 89,310 | 3,802,000 | 12.29% | ||
| 4 | ROSENBLUM SILVERMAN SUTTON S F INC /CA | 78,224 | 3,330,000 | 10.76% | ||
| 5 | CG Asset Management LLC | 29,450 | 1,254,000 | 4.05% | ||
| 6 | World Asset Management Inc | 16,490 | 702,000 | 2.27% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 15,301 | 651,000 | 2.10% | ||
| 8 | FIRST FOUNDATION ADVISORS | 10,670 | 454,000 | 1.47% | ||
| 9 | EAGLE GLOBAL ADVISORS LLC | 8,900 | 379,000 | 1.22% | ||
| 10 | QUADRANT CAPITAL GROUP LLC | 7,351 | 311,000 | 1.01% |
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.
