| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FORTE CAPITAL LLC /ADV | 112,703 | 5,920,000 | 56.92% | ||
| 2 | WOODMONT INVESTMENT COUNSEL LLC | 42,770 | 2,247,000 | 21.60% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 16,840 | 885,000 | 8.51% | ||
| 4 | Veritable, L.P. | 14,090 | 740,000 | 7.11% | ||
| 5 | STALEY CAPITAL ADVISERS INC | 9,450 | 496,000 | 4.77% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 2,150 | 113,000 | 1.09% |
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.
