| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 2,708 | 458,000 | 1.09% | ||
| 2 | World Asset Management Inc | 6,797 | 1,150,000 | 2.74% | ||
| 3 | Avalon Investment & Advisory | 10,136 | 1,714,000 | 4.08% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 10,647 | 1,801,000 | 4.29% | ||
| 5 | WEIK CAPITAL MANAGEMENT | 10,901 | 1,844,000 | 4.39% | ||
| 6 | Cohen Capital Management, Inc. | 16,100 | 2,723,000 | 6.49% | ||
| 7 | Curi Capital, LLC | 81,180 | 13,729,000 | 32.72% | ||
| 8 | Crestwood Advisors Group, LLC | 109,627 | 18,540,000 | 44.19% |
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.
