| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 93,425 | 8,859,000 | 42.45% | ||
| 2 | World Asset Management Inc | 33,503 | 3,177,000 | 15.22% | ||
| 3 | ABNER HERRMAN & BROCK LLC | 26,520 | 2,515,000 | 12.05% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 14,435 | 1,369,000 | 6.56% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 12,548 | 1,190,000 | 5.70% | ||
| 6 | Calvert Investment Management, Inc. | 11,520 | 1,092,000 | 5.23% | ||
| 7 | Veritable, L.P. | 7,739 | 734,000 | 3.52% | ||
| 8 | SMITH HAYES Advisers, Inc | 6,896 | 654,000 | 3.13% | ||
| 9 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,508 | 427,000 | 2.05% | ||
| 10 | Laird Norton Wetherby Wealth Management, LLC | 3,864 | 366,000 | 1.75% | ||
| 11 | CrestPoint Capital Management, LLC | 2,900 | 275,000 | 1.32% | ||
| 12 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2,199 | 209,000 | 1.00% |
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.
