| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SCS Capital Management LLC | 156,904 | 21,281,000 | 68.13% | ||
| 2 | LOWE BROCKENBROUGH & CO INC | 26,279 | 3,564,000 | 11.41% | ||
| 3 | PILLAR PACIFIC CAPITAL MANAGEMENT LLC | 8,267 | 1,121,000 | 3.59% | ||
| 4 | Karp Capital Management Corp | 7,276 | 987,000 | 3.16% | ||
| 5 | Ramsay, Stattman, Vela & Price, Inc. | 6,500 | 882,000 | 2.82% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 5,036 | 683,000 | 2.19% | ||
| 7 | CONDOR CAPITAL MANAGEMENT | 3,747 | 508,000 | 1.63% | ||
| 8 | Boltwood Capital Management | 3,650 | 495,000 | 1.58% | ||
| 9 | BOSTON FAMILY OFFICE LLC | 3,310 | 449,000 | 1.44% | ||
| 10 | 1834 INVESTMENT ADVISORS CO | 2,569 | 348,000 | 1.11% | ||
| 11 | Forest Hill Capital, LLC | 2,400 | 326,000 | 1.04% | ||
| 12 | HOLLENCREST CAPITAL MANAGEMENT | 2,275 | 309,000 | 0.99% | ||
| 13 | SONATA CAPITAL GROUP INC | 1,945 | 264,000 | 0.85% | ||
| 14 | Evercore Wealth Management, LLC | 152 | 21,000 | 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.
