| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 41,156 | 1,236,000 | 46.77% | ||
| 2 | Laird Norton Wetherby Wealth Management, LLC | 23,603 | 709,000 | 26.83% | ||
| 3 | AUGUSTINE ASSET MANAGEMENT INC | 15,527 | 466,000 | 17.63% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 7,365 | 221,000 | 8.36% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 437 | 11,000 | 0.42% |
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.
