| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 174,500 | 724,000 | 62.04% | ||
| 2 | World Asset Management Inc | 40,450 | 168,000 | 14.40% | ||
| 3 | Veritable, L.P. | 39,487 | 164,000 | 14.05% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 12,536 | 52,000 | 4.46% | ||
| 5 | Paragon Capital Management LLC | 12,161 | 50,000 | 4.28% | ||
| 6 | Leisure Capital Management | 1,308 | 5,000 | 0.43% | ||
| 7 | Jolley Asset Management, LLC | 425 | 2,000 | 0.17% | ||
| 8 | Cornerstone Advisors, Inc. | 565 | 2,000 | 0.17% |
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.
