| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Clarkston Capital Partners, LLC | 1,008,924 | 41,336,000 | 80.83% | ||
| 2 | GAMBLE JONES INVESTMENT COUNSEL | 152,171 | 6,234,000 | 12.19% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 47,454 | 1,944,000 | 3.80% | ||
| 4 | Veritable, L.P. | 14,085 | 577,000 | 1.13% | ||
| 5 | SVB WEALTH LLC | 13,272 | 543,000 | 1.06% | ||
| 6 | World Asset Management Inc | 12,310 | 504,000 | 0.99% |
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.
