| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 158,399 | 9,678,000 | 43.01% | ||
| 2 | Obermeyer Wealth Partners | 72,291 | 4,417,000 | 19.63% | ||
| 3 | RADNOR CAPITAL MANAGEMENT, LLC | 37,150 | 2,270,000 | 10.09% | ||
| 4 | S&CO INC | 23,285 | 1,423,000 | 6.32% | ||
| 5 | Sippican Capital Advisors | 19,998 | 1,222,000 | 5.43% | ||
| 6 | World Asset Management Inc | 17,603 | 1,076,000 | 4.78% | ||
| 7 | SHELTON CAPITAL MANAGEMENT | 11,817 | 722,000 | 3.21% | ||
| 8 | Wellington Shields Capital Management, LLC | 11,400 | 697,000 | 3.10% | ||
| 9 | Bollard Group LLC | 7,102 | 434,000 | 1.93% | ||
| 10 | J.P. Morgan Private Wealth Advisors LLC | 5,293 | 323,000 | 1.44% | ||
| 11 | Veritable, L.P. | 3,950 | 241,000 | 1.07% |
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.
