| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Independence Capital Asset Partners, LLC | 186,919 | 15,428,000 | 58.23% | ||
| 2 | Crestwood Advisors Group, LLC | 59,225 | 4,888,000 | 18.45% | ||
| 3 | World Asset Management Inc | 37,983 | 3,135,000 | 11.83% | ||
| 4 | Veritable, L.P. | 10,939 | 903,000 | 3.41% | ||
| 5 | Detwiler Fenton Investment Management LLC | 9,262 | 764,000 | 2.88% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 7,269 | 600,000 | 2.26% | ||
| 7 | SMITH HAYES Advisers, Inc | 3,340 | 276,000 | 1.04% | ||
| 8 | Hodges Capital Management Inc. | 3,013 | 249,000 | 0.94% | ||
| 9 | Laird Norton Wetherby Wealth Management, LLC | 2,811 | 232,000 | 0.88% | ||
| 10 | Plante Moran Financial Advisors, LLC | 252 | 21,000 | 0.08% |
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.
