| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 150,530 | 13,013,000 | 26.96% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 127,870 | 11,054,000 | 22.90% | ||
| 3 | Obermeyer Wealth Partners | 97,116 | 8,396,000 | 17.39% | ||
| 4 | World Asset Management Inc | 44,158 | 3,818,000 | 7.91% | ||
| 5 | STRATTON MANAGEMENT CO | 37,875 | 3,274,000 | 6.78% | ||
| 6 | KINGS POINT CAPITAL MANAGEMENT | 18,554 | 1,604,000 | 3.32% | ||
| 7 | TWIN CAPITAL MANAGEMENT INC | 17,750 | 1,534,000 | 3.18% | ||
| 8 | Willingdon Wealth Management | 11,085 | 958,000 | 1.98% | ||
| 9 | Detwiler Fenton Investment Management LLC | 10,052 | 869,000 | 1.80% | ||
| 10 | LOEB PARTNERS CORP | 9,600 | 830,000 | 1.72% | ||
| 11 | Veritable, L.P. | 8,338 | 721,000 | 1.49% | ||
| 12 | SENTINEL ASSET MANAGEMENT, INC. | 7,500 | 648,000 | 1.34% | ||
| 13 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 6,745 | 583,000 | 1.21% | ||
| 14 | HOLLENCREST CAPITAL MANAGEMENT | 6,543 | 566,000 | 1.17% | ||
| 15 | Laird Norton Wetherby Wealth Management, LLC | 3,550 | 307,000 | 0.64% | ||
| 16 | Plante Moran Financial Advisors, LLC | 1,091 | 94,000 | 0.19% |
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.
