| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evensky & Katz LLC | 99,316 | 10,047,000 | 44.44% | ||
| 2 | PINNACLE ASSOCIATES LTD | 48,256 | 4,882,000 | 21.60% | ||
| 3 | KINGS POINT CAPITAL MANAGEMENT | 40,295 | 4,077,000 | 18.04% | ||
| 4 | FIRST FOUNDATION ADVISORS | 13,203 | 1,336,000 | 5.91% | ||
| 5 | Pinnacle Wealth Management Advisory Group, LLC | 12,140 | 1,228,000 | 5.43% | ||
| 6 | OARSMAN CAPITAL, INC. | 7,450 | 754,000 | 3.34% | ||
| 7 | CHARTIST INC /CA/ | 2,500 | 252,925 | 1.12% | ||
| 8 | Evercore Wealth Management, LLC | 285 | 29,000 | 0.13% |
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.
