| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Obermeyer Wealth Partners | 167,751 | 12,182,000 | 38.11% | ||
| 2 | SVB WEALTH LLC | 160,080 | 11,625,000 | 36.37% | ||
| 3 | KEELEY ASSET MANAGEMENT CORP | 21,644 | 1,572,000 | 4.92% | ||
| 4 | World Asset Management Inc | 17,243 | 1,252,000 | 3.92% | ||
| 5 | Wellington Shields Capital Management, LLC | 11,400 | 828,000 | 2.59% | ||
| 6 | SHELTON CAPITAL MANAGEMENT | 11,817 | 773,000 | 2.42% | ||
| 7 | Sippican Capital Advisors | 10,003 | 726,000 | 2.27% | ||
| 8 | DF DENT & CO INC | 9,170 | 666,000 | 2.08% | ||
| 9 | Sandhill Capital Partners LLC | 8,350 | 606,000 | 1.90% | ||
| 10 | Bollard Group LLC | 7,095 | 515,000 | 1.61% | ||
| 11 | DEAN INVESTMENT ASSOCIATES, LLC | 7,062 | 513,000 | 1.60% | ||
| 12 | J.P. Morgan Private Wealth Advisors LLC | 5,496 | 400,000 | 1.25% | ||
| 13 | Veritable, L.P. | 4,250 | 309,000 | 0.97% |
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.
