| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 18,413 | 4,109,000 | 27.04% | ||
| 2 | Laurel Grove Capital, LLC | 15,700 | 3,503,000 | 23.06% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 13,914 | 3,105,000 | 20.44% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 3,062 | 683,000 | 4.50% | ||
| 5 | FIRST FOUNDATION ADVISORS | 2,901 | 647,000 | 4.26% | ||
| 6 | Evercore Wealth Management, LLC | 2,610 | 583,000 | 3.84% | ||
| 7 | KCM INVESTMENT ADVISORS LLC | 2,497 | 557,000 | 3.67% | ||
| 8 | MORRIS CAPITAL ADVISORS, LLC | 2,449 | 546,000 | 3.59% | ||
| 9 | DOHENY ASSET MANAGEMENT /CA | 1,930 | 431,000 | 2.84% | ||
| 10 | EVERETT HARRIS & CO /CA/ | 1,878 | 419,000 | 2.76% | ||
| 11 | CrestPoint Capital Management, LLC | 1,600 | 357,000 | 2.35% | ||
| 12 | SHELTON CAPITAL MANAGEMENT | 1,135 | 254,000 | 1.67% |
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.
