| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SVB WEALTH LLC | 289,000 | 1,110,000 | 72.74% | ||
| 2 | Veritable, L.P. | 41,419 | 159,000 | 10.42% | ||
| 3 | PACER ADVISORS, INC. | 27,800 | 107,000 | 7.01% | ||
| 4 | World Asset Management Inc | 13,581 | 52,000 | 3.41% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 12,951 | 50,000 | 3.28% | ||
| 6 | Paragon Capital Management LLC | 12,161 | 46,000 | 3.01% | ||
| 7 | Jolley Asset Management, LLC | 425 | 2,000 | 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.
