| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PREMIER ASSET MANAGEMENT LLC | 28,311 | 13,011,000 | 33.54% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 26,778 | 12,306,000 | 31.72% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13,398 | 6,157,000 | 15.87% | ||
| 4 | World Asset Management Inc | 3,828 | 1,760,000 | 4.54% | ||
| 5 | Reynders McVeigh Capital Management, LLC | 2,661 | 1,223,000 | 3.15% | ||
| 6 | Veritable, L.P. | 2,346 | 1,078,000 | 2.78% | ||
| 7 | CrestPoint Capital Management, LLC | 1,900 | 873,000 | 2.25% | ||
| 8 | PARADIGM CAPITAL MANAGEMENT INC/NY | 1,000 | 460,000 | 1.19% | ||
| 9 | Geneva Advisors, LLC | 943 | 433,000 | 1.12% | ||
| 10 | MCRAE CAPITAL MANAGEMENT INC | 808 | 371,000 | 0.96% | ||
| 11 | GRANDFIELD & DODD, LLC | 678 | 312,000 | 0.80% | ||
| 12 | HOLLENCREST CAPITAL MANAGEMENT | 575 | 264,000 | 0.68% | ||
| 13 | Sand Hill Global Advisors, LLC | 575 | 264,000 | 0.68% | ||
| 14 | Douglass Winthrop Advisors, LLC | 450 | 207,000 | 0.53% | ||
| 15 | QUADRANT CAPITAL GROUP LLC | 121 | 55,000 | 0.14% | ||
| 16 | QCI ASSET MANAGEMENT INC/NY | 50 | 23,000 | 0.06% |
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.
