| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Obermeyer Wealth Partners | 163,780 | 10,711,000 | 35.10% | ||
| 2 | SVB WEALTH LLC | 153,193 | 10,019,000 | 32.83% | ||
| 3 | RADNOR CAPITAL MANAGEMENT, LLC | 37,150 | 2,430,000 | 7.96% | ||
| 4 | KEELEY ASSET MANAGEMENT CORP | 24,034 | 1,572,000 | 5.15% | ||
| 5 | World Asset Management Inc | 15,922 | 1,041,000 | 3.41% | ||
| 6 | Sippican Capital Advisors | 14,926 | 976,000 | 3.20% | ||
| 7 | SHELTON CAPITAL MANAGEMENT | 11,817 | 773,000 | 2.53% | ||
| 8 | Wellington Shields Capital Management, LLC | 11,400 | 746,000 | 2.44% | ||
| 9 | DEAN INVESTMENT ASSOCIATES, LLC | 9,006 | 589,000 | 1.93% | ||
| 10 | Bollard Group LLC | 7,098 | 464,000 | 1.52% | ||
| 11 | S&CO INC | 6,465 | 423,000 | 1.39% | ||
| 12 | J.P. Morgan Private Wealth Advisors LLC | 5,558 | 364,000 | 1.19% | ||
| 13 | Veritable, L.P. | 3,995 | 261,000 | 0.86% | ||
| 14 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 2,229 | 146,000 | 0.48% |
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.
