| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 92,502 | 9,221,000 | 35.45% | ||
| 2 | DAVIS R M INC | 54,650 | 5,448,000 | 20.95% | ||
| 3 | World Asset Management Inc | 29,688 | 2,959,000 | 11.38% | ||
| 4 | ABNER HERRMAN & BROCK LLC | 26,420 | 2,646,000 | 10.17% | ||
| 5 | Lipe & Dalton | 18,762 | 1,870,000 | 7.19% | ||
| 6 | ROTHSCHILD INVESTMENT LLC /IL | 12,847 | 1,281,000 | 4.93% | ||
| 7 | SVB WEALTH LLC | 6,840 | 682,000 | 2.62% | ||
| 8 | Veritable, L.P. | 5,592 | 557,000 | 2.14% | ||
| 9 | Laird Norton Wetherby Wealth Management, LLC | 4,385 | 437,000 | 1.68% | ||
| 10 | MARKEL GROUP INC. | 4,000 | 399,000 | 1.53% | ||
| 11 | CrestPoint Capital Management, LLC | 2,900 | 289,000 | 1.11% | ||
| 12 | MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | 2,199 | 219,000 | 0.84% |
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.
