| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 263,000 | 1,199,000 | 68.24% | ||
| 2 | Veritable, L.P. | 38,314 | 175,000 | 9.96% | ||
| 3 | PACER ADVISORS, INC. | 27,800 | 127,000 | 7.23% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 16,838 | 77,000 | 4.38% | ||
| 5 | World Asset Management Inc | 15,155 | 69,000 | 3.93% | ||
| 6 | Paragon Capital Management LLC | 12,200 | 55,000 | 3.13% | ||
| 7 | PINNACLE ASSOCIATES LTD | 11,698 | 53,000 | 3.02% | ||
| 8 | 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.
