| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Banyan Partners, LLC | 82,000 | 520,000 | 35.06% | ||
| 2 | World Asset Management Inc | 53,924 | 342,000 | 23.06% | ||
| 3 | Veritable, L.P. | 44,778 | 284,000 | 19.15% | ||
| 4 | GoodHaven Capital Management, LLC | 18,400 | 117,000 | 7.89% | ||
| 5 | Paragon Capital Management LLC | 11,661 | 73,000 | 4.92% | ||
| 6 | PINNACLE ASSOCIATES LTD | 10,727 | 68,000 | 4.59% | ||
| 7 | FIRST FOUNDATION ADVISORS | 10,744 | 68,000 | 4.59% | ||
| 8 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 850 | 5,000 | 0.34% | ||
| 9 | Cornerstone Advisors, Inc. | 481 | 3,000 | 0.20% | ||
| 10 | Jolley Asset Management, LLC | 425 | 3,000 | 0.20% |
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.
