| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | J.P. Morgan Private Wealth Advisors LLC | 29,262 | 14,177,000 | 39.80% | ||
| 2 | PREMIER ASSET MANAGEMENT LLC | 28,272 | 13,697,000 | 38.45% | ||
| 3 | World Asset Management Inc | 3,769 | 1,827,000 | 5.13% | ||
| 4 | Constellation Wealth Advisors, LLC | 3,167 | 1,534,000 | 4.31% | ||
| 5 | Veritable, L.P. | 2,315 | 1,122,000 | 3.15% | ||
| 6 | Geneva Advisors, LLC | 1,063 | 515,000 | 1.45% | ||
| 7 | PARADIGM CAPITAL MANAGEMENT INC/NY | 1,000 | 484,000 | 1.36% | ||
| 8 | MCRAE CAPITAL MANAGEMENT INC | 808 | 391,000 | 1.10% | ||
| 9 | FALCON POINT CAPITAL, LLC | 758 | 367,000 | 1.03% | ||
| 10 | HOLLENCREST CAPITAL MANAGEMENT | 748 | 363,000 | 1.02% | ||
| 11 | Sand Hill Global Advisors, LLC | 650 | 315,000 | 0.88% | ||
| 12 | REYNOLDS CAPITAL MANAGEMENT LLC | 600 | 291,000 | 0.82% | ||
| 13 | GRANDFIELD & DODD, LLC | 593 | 287,000 | 0.81% | ||
| 14 | Douglass Winthrop Advisors, LLC | 450 | 227,000 | 0.64% | ||
| 15 | QCI ASSET MANAGEMENT INC/NY | 50 | 24,000 | 0.07% |
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.
