| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 834,167 | 3,720,000 | 56.47% | ||
| 2 | Portland Global Advisors LLC | 174,987 | 780,000 | 11.84% | ||
| 3 | AMERICAN NATIONAL INSURANCE CO | 116,250 | 518,000 | 7.86% | ||
| 4 | BLUESTEIN R H & CO LLC | 100,000 | 446,000 | 6.77% | ||
| 5 | Geneva Advisors, LLC | 81,490 | 363,000 | 5.51% | ||
| 6 | HARTWELL J M LIMITED PARTNERSHIP | 55,000 | 245,000 | 3.72% | ||
| 7 | FIRST FOUNDATION ADVISORS | 50,000 | 223,000 | 3.39% | ||
| 8 | ROTHSCHILD INVESTMENT LLC /IL | 29,003 | 129,000 | 1.96% | ||
| 9 | Laird Norton Wetherby Wealth Management, LLC | 25,149 | 112,000 | 1.70% | ||
| 10 | RONALD BLUE & CO LLC | 11,211 | 50,000 | 0.76% | ||
| 11 | QCI ASSET MANAGEMENT INC/NY | 190 | 1,000 | 0.02% |
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.
