| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SENTINEL ASSET MANAGEMENT, INC. | 60,700 | 21,695,000 | 61.04% | ||
| 2 | ADELL HARRIMAN & CARPENTER INC | 25,599 | 9,149,515 | 25.74% | ||
| 3 | World Asset Management Inc | 7,412 | 2,649,000 | 7.45% | ||
| 4 | Veritable, L.P. | 2,490 | 890,000 | 2.50% | ||
| 5 | FIRST FOUNDATION ADVISORS | 1,405 | 502,000 | 1.41% | ||
| 6 | Laird Norton Wetherby Wealth Management, LLC | 824 | 295,000 | 0.83% | ||
| 7 | SVB WEALTH LLC | 738 | 264,000 | 0.74% | ||
| 8 | Evercore Wealth Management, LLC | 196 | 70,000 | 0.20% | ||
| 9 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 70 | 25,000 | 0.07% |
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.
