| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Curi Capital, LLC | 31,344 | 801,000 | 45.88% | ||
| 2 | KCM INVESTMENT ADVISORS LLC | 25,685 | 656,000 | 37.57% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 10,255 | 262,000 | 15.01% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 500 | 13,000 | 0.74% | ||
| 5 | Winch Advisory Services, LLC | 293 | 7,000 | 0.40% | ||
| 6 | MYCIO WEALTH PARTNERS, LLC | 239 | 6,000 | 0.34% | ||
| 7 | Crosspoint Capital Strategies, LLC | 27 | 1,000 | 0.06% |
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.
