| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FIRST FOUNDATION ADVISORS | 30,114 | 1,528,000 | 25.52% | ||
| 2 | World Asset Management Inc | 21,492 | 1,091,000 | 18.22% | ||
| 3 | SUMMIT CAPITAL MANAGEMENT LLC | 18,000 | 913,000 | 15.25% | ||
| 4 | JAMES INVESTMENT RESEARCH, INC. | 12,570 | 638,000 | 10.66% | ||
| 5 | Veritable, L.P. | 10,632 | 539,000 | 9.00% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 8,522 | 433,000 | 7.23% | ||
| 7 | Laird Norton Wetherby Wealth Management, LLC | 5,787 | 294,000 | 4.91% | ||
| 8 | ARGENT CAPITAL MANAGEMENT LLC | 5,645 | 286,000 | 4.78% | ||
| 9 | Livingston Group Asset Management CO (operating as Southport Capital Management) | 5,220 | 265,000 | 4.43% |
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.
