| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KINGS POINT CAPITAL MANAGEMENT | 133,575 | 5,796,000 | 49.23% | ||
| 2 | ALBION FINANCIAL GROUP /UT | 29,154 | 1,265,000 | 10.74% | ||
| 3 | TRAIN BABCOCK ADVISORS LLC | 27,610 | 1,198,000 | 10.17% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 21,592 | 937,000 | 7.96% | ||
| 5 | S&CO INC | 20,000 | 868,000 | 7.37% | ||
| 6 | Veritable, L.P. | 18,245 | 792,000 | 6.73% | ||
| 7 | PINNACLE ASSOCIATES LTD | 8,915 | 387,000 | 3.29% | ||
| 8 | Stillwater Capital Advisors, LLC | 6,650 | 289,000 | 2.45% | ||
| 9 | Mengis Capital Management, Inc. | 5,600 | 242,000 | 2.06% |
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.
