| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CABOT WEALTH MANAGEMENT INC | 54,762 | 5,551,000 | 40.13% | ||
| 2 | PINNACLE ASSOCIATES LTD | 49,420 | 5,010,000 | 36.22% | ||
| 3 | LEAVELL INVESTMENT MANAGEMENT, INC. | 18,712 | 1,897,000 | 13.71% | ||
| 4 | BADGLEY PHELPS & BELL INC | 6,555 | 664,000 | 4.80% | ||
| 5 | OARSMAN CAPITAL, INC. | 2,510 | 254,000 | 1.84% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 2,374 | 241,000 | 1.74% | ||
| 7 | JMG Financial Group, Ltd. | 2,120 | 215,000 | 1.55% |
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.
