| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 159,194 | 7,232,000 | 35.87% | ||
| 2 | Pinnacle Holdings, LLC | 88,960 | 4,041,453 | 20.04% | SH | |
| 3 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 43,775 | 1,989,000 | 9.86% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 36,800 | 1,672,000 | 8.29% | ||
| 5 | FIDUCIARY ASSET MANAGEMENT LLC | 21,475 | 976,000 | 4.84% | ||
| 6 | J.P. Morgan Private Wealth Advisors LLC | 18,713 | 850,000 | 4.22% | ||
| 7 | Geneva Advisors, LLC | 18,515 | 841,000 | 4.17% | ||
| 8 | American National Registered Investment Advisor, Inc. | 17,000 | 772,000 | 3.83% | ||
| 9 | Belmont Global Advisors, Inc. | 14,300 | 650,000 | 3.22% | ||
| 10 | Regent Investment Management LLC | 9,195 | 418,000 | 2.07% | ||
| 11 | SVB WEALTH LLC | 8,850 | 402,000 | 1.99% | ||
| 12 | MURPHY CAPITAL MANAGEMENT INC | 6,075 | 275,000 | 1.36% | ||
| 13 | CUMBERLAND ADVISORS INC | 1,000 | 45,000 | 0.22% |
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.
