| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 814,957 | 3,993,000 | 49.62% | ||
| 2 | FIRST FOUNDATION ADVISORS | 214,302 | 1,050,000 | 13.05% | ||
| 3 | Portland Global Advisors LLC | 136,457 | 669,000 | 8.31% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 116,250 | 570,000 | 7.08% | ||
| 5 | BLUESTEIN R H & CO LLC | 100,000 | 490,000 | 6.09% | ||
| 6 | HARTWELL J M LIMITED PARTNERSHIP | 91,700 | 449,000 | 5.58% | ||
| 7 | Geneva Advisors, LLC | 74,613 | 366,000 | 4.55% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 39,371 | 193,000 | 2.40% | ||
| 9 | ROTHSCHILD INVESTMENT LLC /IL | 29,737 | 146,000 | 1.81% | ||
| 10 | RONALD BLUE & CO LLC | 24,680 | 121,000 | 1.50% |
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.
