| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crestwood Advisors Group, LLC | 195,952 | 19,875,000 | 27.77% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 146,626 | 14,872,000 | 20.78% | ||
| 3 | Obermeyer Wealth Partners | 126,827 | 12,864,000 | 17.97% | ||
| 4 | DF DENT & CO INC | 68,753 | 6,974,000 | 9.74% | ||
| 5 | World Asset Management Inc | 41,117 | 4,170,000 | 5.83% | ||
| 6 | Willingdon Wealth Management | 39,197 | 3,976,000 | 5.55% | ||
| 7 | Colonial Trust Advisors | 28,738 | 2,915,000 | 4.07% | ||
| 8 | KINGS POINT CAPITAL MANAGEMENT | 24,375 | 2,472,000 | 3.45% | ||
| 9 | SCHMIDT P J INVESTMENT MANAGEMENT INC | 11,244 | 1,140,000 | 1.59% | ||
| 10 | TERRA NOVA ASSET MANAGEMENT LLC | 10,000 | 1,014,000 | 1.42% | ||
| 11 | Veritable, L.P. | 8,117 | 823,000 | 1.15% | ||
| 12 | Laird Norton Wetherby Wealth Management, LLC | 3,798 | 385,000 | 0.54% | ||
| 13 | Plante Moran Financial Advisors, LLC | 951 | 96,000 | 0.13% |
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.
