| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADELL HARRIMAN & CARPENTER INC | 26,495 | 10,272,730 | 56.08% | ||
| 2 | World Asset Management Inc | 8,347 | 3,236,000 | 17.67% | ||
| 3 | SENTINEL ASSET MANAGEMENT, INC. | 6,500 | 2,520,000 | 13.76% | ||
| 4 | Veritable, L.P. | 2,075 | 805,000 | 4.39% | ||
| 5 | FIRST FOUNDATION ADVISORS | 1,405 | 545,000 | 2.98% | ||
| 6 | SVB WEALTH LLC | 1,395 | 541,000 | 2.95% | ||
| 7 | Laird Norton Wetherby Wealth Management, LLC | 820 | 318,000 | 1.74% | ||
| 8 | Evercore Wealth Management, LLC | 206 | 80,000 | 0.44% |
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.
