| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 245,000 | 1,161,000 | 63.90% | ||
| 2 | Veritable, L.P. | 39,310 | 186,000 | 10.24% | ||
| 3 | World Asset Management Inc | 33,809 | 160,000 | 8.81% | ||
| 4 | PACER ADVISORS, INC. | 27,800 | 132,000 | 7.26% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 13,050 | 61,000 | 3.36% | ||
| 6 | Paragon Capital Management LLC | 12,161 | 57,000 | 3.14% | ||
| 7 | PINNACLE ASSOCIATES LTD | 11,589 | 55,000 | 3.03% | ||
| 8 | Cornerstone Advisors, Inc. | 565 | 3,000 | 0.17% | ||
| 9 | Jolley Asset Management, LLC | 425 | 2,000 | 0.11% |
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.
