| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FORTE CAPITAL LLC /ADV | 107,491 | 5,685,000 | 52.85% | ||
| 2 | WOODMONT INVESTMENT COUNSEL LLC | 51,985 | 2,749,000 | 25.56% | ||
| 3 | Veritable, L.P. | 13,990 | 740,000 | 6.88% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 13,015 | 688,000 | 6.40% | ||
| 5 | STALEY CAPITAL ADVISERS INC | 9,450 | 500,000 | 4.65% | ||
| 6 | PINNACLE ASSOCIATES LTD | 5,300 | 280,000 | 2.60% | ||
| 7 | JAMES INVESTMENT RESEARCH, INC. | 2,150 | 114,000 | 1.06% |
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.
