| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Obermeyer Wealth Partners | 170,201 | 13,179,000 | 40.97% | ||
| 2 | SVB WEALTH LLC | 143,152 | 11,084,000 | 34.46% | ||
| 3 | World Asset Management Inc | 16,921 | 1,310,000 | 4.07% | ||
| 4 | KEELEY ASSET MANAGEMENT CORP | 16,517 | 1,279,000 | 3.98% | ||
| 5 | Wellington Shields Capital Management, LLC | 11,400 | 883,000 | 2.75% | ||
| 6 | DF DENT & CO INC | 10,070 | 780,000 | 2.42% | ||
| 7 | Sippican Capital Advisors | 8,648 | 670,000 | 2.08% | ||
| 8 | Sandhill Capital Partners LLC | 8,300 | 643,000 | 2.00% | ||
| 9 | Bollard Group LLC | 7,092 | 549,000 | 1.71% | ||
| 10 | DEAN INVESTMENT ASSOCIATES, LLC | 6,972 | 540,000 | 1.68% | ||
| 11 | J.P. Morgan Private Wealth Advisors LLC | 5,925 | 459,000 | 1.43% | ||
| 12 | Veritable, L.P. | 4,059 | 314,000 | 0.98% | ||
| 13 | Aureus Asset Management, LLC | 3,500 | 271,000 | 0.84% | ||
| 14 | BOSTON FAMILY OFFICE LLC | 2,650 | 205,000 | 0.64% |
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.
