| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 64,489 | 3,097,000 | 43.13% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 20,087 | 965,000 | 13.44% | ||
| 3 | Cetera Advisor Networks LLC | 17,972 | 864,000 | 12.03% | ||
| 4 | Boltwood Capital Management | 10,533 | 506,000 | 7.05% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 10,508 | 505,000 | 7.03% | ||
| 6 | GAMBLE JONES INVESTMENT COUNSEL | 7,732 | 371,000 | 5.17% | ||
| 7 | Azimuth Capital Management LLC | 7,440 | 357,000 | 4.97% | ||
| 8 | W.G. Shaheen & Associates DBA Whitney & Co | 5,500 | 264,000 | 3.68% | ||
| 9 | PRIO WEALTH LIMITED PARTNERSHIP | 4,185 | 200,000 | 2.79% | ||
| 10 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 952 | 46,000 | 0.64% | ||
| 11 | Vigilant Capital Management, LLC | 130 | 6,000 | 0.08% |
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.
