| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 69,306 | 3,122,000 | 48.63% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 22,059 | 994,000 | 15.48% | ||
| 3 | Cetera Advisor Networks LLC | 16,060 | 725,000 | 11.29% | ||
| 4 | Boltwood Capital Management | 10,533 | 474,000 | 7.38% | ||
| 5 | KCM INVESTMENT ADVISORS LLC | 10,508 | 473,000 | 7.37% | ||
| 6 | Azimuth Capital Management LLC | 7,440 | 335,000 | 5.22% | ||
| 7 | W.G. Shaheen & Associates DBA Whitney & Co | 5,500 | 248,000 | 3.86% | ||
| 8 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 952 | 43,000 | 0.67% | ||
| 9 | Vigilant Capital Management, LLC | 130 | 6,000 | 0.09% |
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.
