| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 85,987 | 30,977,000 | 53.63% | ||
| 2 | SENTINEL ASSET MANAGEMENT, INC. | 33,600 | 12,104,000 | 20.96% | ||
| 3 | ADELL HARRIMAN & CARPENTER INC | 26,037 | 9,380,007 | 16.24% | ||
| 4 | World Asset Management Inc | 8,669 | 3,123,000 | 5.41% | ||
| 5 | Veritable, L.P. | 2,323 | 837,000 | 1.45% | ||
| 6 | FIRST FOUNDATION ADVISORS | 1,405 | 506,000 | 0.88% | ||
| 7 | SVB WEALTH LLC | 1,255 | 452,000 | 0.78% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 812 | 293,000 | 0.51% | ||
| 9 | Evercore Wealth Management, LLC | 206 | 74,000 | 0.13% | ||
| 10 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 42 | 15,000 | 0.03% |
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.
