| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | KINGS POINT CAPITAL MANAGEMENT | 61,543 | 2,407,000 | 51.40% | ||
| 2 | TRAIN BABCOCK ADVISORS LLC | 29,775 | 1,165,000 | 24.88% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 22,156 | 867,000 | 18.51% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 6,238 | 244,000 | 5.21% | ||
| 5 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 7 | 0 | 0.00% |
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.
