| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 797,580 | 4,594,000 | 32.66% | ||
| 2 | WBI INVESTMENTS, LLC | 792,573 | 4,565,000 | 32.46% | ||
| 3 | FIRST FOUNDATION ADVISORS | 179,655 | 1,035,000 | 7.36% | ||
| 4 | Portland Global Advisors LLC | 139,357 | 803,000 | 5.71% | ||
| 5 | AMERICAN NATIONAL INSURANCE CO | 116,250 | 670,000 | 4.76% | ||
| 6 | BLUESTEIN R H & CO LLC | 100,000 | 576,000 | 4.10% | ||
| 7 | Geneva Advisors, LLC | 89,299 | 514,000 | 3.65% | ||
| 8 | HARTWELL J M LIMITED PARTNERSHIP | 89,200 | 514,000 | 3.65% | ||
| 9 | RONALD BLUE & CO LLC | 36,928 | 213,000 | 1.51% | ||
| 10 | Laird Norton Wetherby Wealth Management, LLC | 30,285 | 174,000 | 1.24% | ||
| 11 | ROTHSCHILD INVESTMENT LLC /IL | 29,737 | 171,000 | 1.22% | ||
| 12 | Convergence Investment Partners, LLC | 15,279 | 88,000 | 0.63% | ||
| 13 | Curi Capital, LLC | 14,489 | 84,000 | 0.60% | ||
| 14 | MITCHELL CAPITAL MANAGEMENT CO | 10,955 | 63,000 | 0.45% |
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.
