| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Clarkston Capital Partners, LLC | 828,019 | 38,834,000 | 77.77% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 147,042 | 6,896,000 | 13.81% | ||
| 3 | Constellation Wealth Advisors, LLC | 38,745 | 1,817,000 | 3.64% | ||
| 4 | SVB WEALTH LLC | 19,937 | 935,000 | 1.87% | ||
| 5 | Veritable, L.P. | 14,084 | 661,000 | 1.32% | ||
| 6 | World Asset Management Inc | 11,897 | 558,000 | 1.12% | ||
| 7 | FARR MILLER & WASHINGTON LLC/DC | 4,915 | 231,000 | 0.46% |
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.
