| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 803,460 | 4,998,000 | 46.17% | ||
| 2 | Portland Global Advisors LLC | 139,357 | 867,000 | 8.01% | ||
| 3 | FIRST FOUNDATION ADVISORS | 129,099 | 803,000 | 7.42% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 116,250 | 723,000 | 6.68% | ||
| 5 | TRAIN BABCOCK ADVISORS LLC | 104,700 | 651,000 | 6.01% | ||
| 6 | BLUESTEIN R H & CO LLC | 100,000 | 622,000 | 5.75% | ||
| 7 | HARTWELL J M LIMITED PARTNERSHIP | 92,200 | 573,000 | 5.29% | ||
| 8 | Geneva Advisors, LLC | 68,587 | 427,000 | 3.94% | ||
| 9 | SCOUT INVESTMENTS, INC. | 68,690 | 427,000 | 3.94% | ||
| 10 | RONALD BLUE & CO LLC | 35,885 | 223,000 | 2.06% | ||
| 11 | ROTHSCHILD INVESTMENT LLC /IL | 29,737 | 185,000 | 1.71% | ||
| 12 | Curi Capital, LLC | 15,786 | 98,000 | 0.91% | ||
| 13 | Convergence Investment Partners, LLC | 13,316 | 83,000 | 0.77% | ||
| 14 | Laird Norton Wetherby Wealth Management, LLC | 12,308 | 77,000 | 0.71% | ||
| 15 | MITCHELL CAPITAL MANAGEMENT CO | 10,955 | 68,000 | 0.63% |
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.
