| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Obermeyer Wealth Partners | 179,371 | 12,064,000 | 57.44% | ||
| 2 | NUANCE INVESTMENTS, LLC | 17,685 | 1,189,000 | 5.66% | ||
| 3 | World Asset Management Inc | 15,470 | 1,041,000 | 4.96% | ||
| 4 | KEELEY ASSET MANAGEMENT CORP | 15,236 | 1,025,000 | 4.88% | ||
| 5 | Sandhill Capital Partners LLC | 14,300 | 962,000 | 4.58% | ||
| 6 | SHELTON CAPITAL MANAGEMENT | 11,817 | 795,000 | 3.79% | ||
| 7 | DF DENT & CO INC | 11,570 | 778,000 | 3.70% | ||
| 8 | Wellington Shields Capital Management, LLC | 11,400 | 767,000 | 3.65% | ||
| 9 | Bollard Group LLC | 7,089 | 477,000 | 2.27% | ||
| 10 | DEAN INVESTMENT ASSOCIATES, LLC | 7,005 | 471,000 | 2.24% | ||
| 11 | SVB WEALTH LLC | 6,673 | 449,000 | 2.14% | ||
| 12 | Veritable, L.P. | 5,231 | 352,000 | 1.68% | ||
| 13 | J.P. Morgan Private Wealth Advisors LLC | 5,176 | 348,000 | 1.66% | ||
| 14 | Sippican Capital Advisors | 4,228 | 284,000 | 1.35% |
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.
