| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 192,962 | 16,691,000 | 29.66% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 139,846 | 12,097,000 | 21.50% | ||
| 3 | Obermeyer Wealth Partners | 110,947 | 9,597,000 | 17.05% | ||
| 4 | DF DENT & CO INC | 70,363 | 6,086,000 | 10.82% | ||
| 5 | World Asset Management Inc | 40,085 | 3,467,000 | 6.16% | ||
| 6 | Willingdon Wealth Management | 29,855 | 2,583,000 | 4.59% | ||
| 7 | KINGS POINT CAPITAL MANAGEMENT | 23,127 | 2,000,000 | 3.55% | ||
| 8 | TERRA NOVA ASSET MANAGEMENT LLC | 13,993 | 1,210,000 | 2.15% | ||
| 9 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 10,711 | 927,000 | 1.65% | ||
| 10 | Veritable, L.P. | 8,018 | 694,000 | 1.23% | ||
| 11 | Laird Norton Wetherby Wealth Management, LLC | 3,745 | 324,000 | 0.58% | ||
| 12 | SENTINEL ASSET MANAGEMENT, INC. | 3,000 | 260,000 | 0.46% | ||
| 13 | SHELTON CAPITAL MANAGEMENT | 2,456 | 212,000 | 0.38% | ||
| 14 | Plante Moran Financial Advisors, LLC | 951 | 82,000 | 0.15% | ||
| 15 | TRUIST FINANCIAL CORP | 500 | 43,000 | 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.
