| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Clarkston Capital Partners, LLC | 502,716 | 22,526,000 | 63.04% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 106,481 | 4,771,000 | 13.35% | ||
| 3 | Windsor Financial Group, LLC | 91,705 | 4,109,000 | 11.50% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 45,777 | 2,051,000 | 5.74% | ||
| 5 | SVB WEALTH LLC | 21,457 | 962,000 | 2.69% | ||
| 6 | Veritable, L.P. | 14,807 | 664,000 | 1.86% | ||
| 7 | World Asset Management Inc | 14,482 | 649,000 | 1.82% |
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.
