| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 30,492 | 1,389,000 | 32.74% | ||
| 2 | Geneva Advisors, LLC | 29,495 | 1,343,000 | 31.66% | ||
| 3 | Curi Capital, LLC | 13,967 | 636,000 | 14.99% | ||
| 4 | PINNACLE ASSOCIATES LTD | 11,998 | 547,000 | 12.89% | ||
| 5 | RONALD BLUE & CO LLC | 7,097 | 323,000 | 7.61% | ||
| 6 | PATHSTONE FAMILY OFFICE, LLC | 90 | 4,000 | 0.09% |
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.
