| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 156,904 | 19,064,000 | 67.48% | ||
| 2 | LOWE BROCKENBROUGH & CO INC | 30,880 | 3,752,000 | 13.28% | ||
| 3 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 7,850 | 954,000 | 3.38% | ||
| 4 | Karp Capital Management Corp | 7,270 | 883,000 | 3.13% | ||
| 5 | Ramsay, Stattman, Vela & Price, Inc. | 6,500 | 790,000 | 2.80% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 4,681 | 569,000 | 2.01% | ||
| 7 | CONDOR CAPITAL MANAGEMENT | 3,747 | 455,000 | 1.61% | ||
| 8 | Boltwood Capital Management | 3,650 | 443,000 | 1.57% | ||
| 9 | BOSTON FAMILY OFFICE LLC | 3,010 | 366,000 | 1.30% | ||
| 10 | 1834 INVESTMENT ADVISORS CO | 2,929 | 356,000 | 1.26% | ||
| 11 | HOLLENCREST CAPITAL MANAGEMENT | 2,530 | 308,000 | 1.09% | ||
| 12 | Forest Hill Capital, LLC | 2,400 | 292,000 | 1.03% | ||
| 13 | Evercore Wealth Management, LLC | 152 | 18,000 | 0.06% |
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.
