| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 28,707 | 1,273,000 | 52.60% | ||
| 2 | World Asset Management Inc | 12,128 | 538,000 | 22.23% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 8,389 | 372,000 | 15.37% | ||
| 4 | SVB WEALTH LLC | 5,342 | 237,000 | 9.79% |
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.
