| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 25 | 1,000 | 0.00% | ||
| 2 | Evercore Wealth Management, LLC | 1,920 | 100,000 | 0.22% | ||
| 3 | BBR PARTNERS, LLC | 4,293 | 223,000 | 0.49% | ||
| 4 | Boltwood Capital Management | 5,200 | 269,000 | 0.59% | ||
| 5 | FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 7,645 | 397,000 | 0.87% | ||
| 6 | KCM INVESTMENT ADVISORS LLC | 11,870 | 616,000 | 1.34% | ||
| 7 | FARMHOUSE INVESTMENT MANAGEMENT LLC | 11,500 | 626,000 | 1.37% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 12,893 | 669,000 | 1.46% | ||
| 9 | American National Registered Investment Advisor, Inc. | 17,380 | 902,000 | 1.97% | ||
| 10 | LOEB PARTNERS CORP | 25,150 | 1,305,000 | 2.85% | ||
| 11 | SVB WEALTH LLC | 32,252 | 1,673,000 | 3.65% | ||
| 12 | Veritable, L.P. | 43,326 | 2,248,000 | 4.90% | ||
| 13 | GRAYBILL WEALTH MANAGEMENT, LTD. | 49,830 | 2,585,000 | 5.64% | ||
| 14 | World Asset Management Inc | 61,015 | 3,165,000 | 6.90% | ||
| 15 | AMERICAN NATIONAL INSURANCE CO | 144,845 | 7,515,000 | 16.39% | ||
| 16 | LJ TRUST Co LLC | 454,000 | 23,554,000 | 51.37% |
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.
