| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Clarkston Capital Partners, LLC | 735,914 | 35,456,000 | 67.76% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 125,433 | 6,043,000 | 11.55% | ||
| 3 | Windsor Financial Group, LLC | 95,380 | 4,595,000 | 8.78% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 45,295 | 2,183,000 | 4.17% | ||
| 5 | Constellation Wealth Advisors, LLC | 33,826 | 1,630,000 | 3.12% | ||
| 6 | SVB WEALTH LLC | 20,939 | 1,009,000 | 1.93% | ||
| 7 | Veritable, L.P. | 15,000 | 723,000 | 1.38% | ||
| 8 | World Asset Management Inc | 14,233 | 686,000 | 1.31% |
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.
