| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CITY NATIONAL BANK | 88,017 | 2,181,000 | 59.97% | ||
| 2 | DIMENSIONAL FUND ADVISORS LP | 42,097 | 1,027,000 | 28.24% | ||
| 3 | MONTAG A & ASSOCIATES INC | 13,865 | 344,000 | 9.46% | ||
| 4 | UBS Group AG | 3,163 | 78,000 | 2.14% | ||
| 5 | Chicago Partners Investment Group LLC | 339 | 7,000 | 0.19% | ||
| 6 | WELLS FARGO & COMPANY/MN | 0 | 0 | 0.00% | ||
| 7 | BANK OF AMERICA CORP /DE/ | 14 | 0 | 0.00% |
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.
