| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 31,265 | 1,302,000 | 52.50% | ||
| 2 | World Asset Management Inc | 13,194 | 549,000 | 22.14% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 7,980 | 332,000 | 13.39% | ||
| 4 | SVB WEALTH LLC | 7,125 | 297,000 | 11.98% | ||
| 5 | QCI ASSET MANAGEMENT INC/NY | 11 | 0 | 0.00% |
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.
