| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Clarkston Capital Partners, LLC | 407,988 | 16,891,000 | 54.98% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 106,481 | 4,771,000 | 15.53% | ||
| 3 | Windsor Financial Group, LLC | 90,675 | 3,754,000 | 12.22% | ||
| 4 | Constellation Wealth Advisors, LLC | 53,003 | 2,194,000 | 7.14% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 46,435 | 1,923,000 | 6.26% | ||
| 6 | World Asset Management Inc | 14,622 | 605,000 | 1.97% | ||
| 7 | Veritable, L.P. | 14,107 | 584,000 | 1.90% |
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.
