| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 125,605 | 10,086,000 | 48.81% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 67,080 | 5,387,000 | 26.07% | ||
| 3 | World Asset Management Inc | 34,413 | 2,763,000 | 13.37% | ||
| 4 | Detwiler Fenton Investment Management LLC | 10,102 | 811,000 | 3.93% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 6,754 | 542,000 | 2.62% | ||
| 6 | Veritable, L.P. | 6,588 | 529,000 | 2.56% | ||
| 7 | Hodges Capital Management Inc. | 3,000 | 241,000 | 1.17% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 2,909 | 233,000 | 1.13% | ||
| 9 | Plante Moran Financial Advisors, LLC | 867 | 70,000 | 0.34% |
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.
