| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Clarkston Capital Partners, LLC | 890,841 | 33,451,000 | 49.73% | ||
| 2 | Curi Capital, LLC | 572,176 | 21,485,000 | 31.94% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 182,625 | 6,858,000 | 10.20% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 76,877 | 2,887,000 | 4.29% | ||
| 5 | Ativo Capital Management LLC | 46,816 | 1,758,000 | 2.61% | ||
| 6 | Veritable, L.P. | 12,869 | 483,000 | 0.72% | ||
| 7 | World Asset Management Inc | 9,136 | 343,000 | 0.51% |
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.
