| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 159,194 | 5,882,000 | 40.24% | ||
| 2 | Pinnacle Holdings, LLC | 57,203 | 2,113,651 | 14.46% | SH | |
| 3 | BURNHAM ASSET MANAGEMENT CORP /NY/ | 43,775 | 1,617,000 | 11.06% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 36,800 | 1,360,000 | 9.30% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 25,041 | 925,000 | 6.33% | ||
| 6 | FIDUCIARY ASSET MANAGEMENT LLC | 21,390 | 790,000 | 5.40% | ||
| 7 | SVB WEALTH LLC | 21,300 | 787,000 | 5.38% | ||
| 8 | American National Registered Investment Advisor, Inc. | 17,000 | 628,000 | 4.30% | ||
| 9 | Regent Investment Management LLC | 8,395 | 310,000 | 2.12% | ||
| 10 | MURPHY CAPITAL MANAGEMENT INC | 5,575 | 205,000 | 1.40% |
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.
