| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LJ TRUST Co LLC | 454,000 | 24,321,000 | 49.66% | ||
| 2 | AMERICAN NATIONAL INSURANCE CO | 144,845 | 7,755,000 | 15.83% | ||
| 3 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 69,047 | 3,697,000 | 7.55% | ||
| 4 | World Asset Management Inc | 65,196 | 3,491,000 | 7.13% | ||
| 5 | GRAYBILL WEALTH MANAGEMENT, LTD. | 46,964 | 2,514,000 | 5.13% | ||
| 6 | Veritable, L.P. | 44,223 | 2,368,000 | 4.83% | ||
| 7 | SVB WEALTH LLC | 28,261 | 1,513,000 | 3.09% | ||
| 8 | American National Registered Investment Advisor, Inc. | 17,380 | 931,000 | 1.90% | ||
| 9 | Laird Norton Wetherby Wealth Management, LLC | 12,422 | 666,000 | 1.36% | ||
| 10 | KCM INVESTMENT ADVISORS LLC | 11,967 | 641,000 | 1.31% | ||
| 11 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 8,555 | 458,000 | 0.94% | ||
| 12 | Boltwood Capital Management | 5,200 | 278,000 | 0.57% | ||
| 13 | BBR PARTNERS, LLC | 4,293 | 230,000 | 0.47% | ||
| 14 | Evercore Wealth Management, LLC | 2,065 | 111,000 | 0.23% | ||
| 15 | JAMES INVESTMENT RESEARCH, INC. | 80 | 4,000 | 0.01% | ||
| 16 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 25 | 1,000 | 0.00% |
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.