| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 57,940 | 3,084,000 | 35.56% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 26,828 | 1,428,000 | 16.46% | ||
| 3 | Cetera Advisors LLC | 19,408 | 1,032,000 | 11.90% | ||
| 4 | Cetera Advisor Networks LLC | 15,405 | 820,000 | 9.45% | ||
| 5 | Boltwood Capital Management | 10,533 | 561,000 | 6.47% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 10,008 | 533,000 | 6.15% | ||
| 7 | Azimuth Capital Management LLC | 7,440 | 396,000 | 4.57% | ||
| 8 | W.G. Shaheen & Associates DBA Whitney & Co | 5,500 | 293,000 | 3.38% | ||
| 9 | FIRST FOUNDATION ADVISORS | 4,210 | 224,000 | 2.58% | ||
| 10 | Laird Norton Wetherby Wealth Management, LLC | 3,973 | 212,000 | 2.44% | ||
| 11 | JAMES INVESTMENT RESEARCH, INC. | 1,360 | 72,000 | 0.83% | ||
| 12 | Karp Capital Management Corp | 200 | 11,000 | 0.13% | ||
| 13 | Vigilant Capital Management, LLC | 130 | 7,000 | 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.
