| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Avalon Investment & Advisory | 363,270 | 14,011,000 | 37.12% | ||
| 2 | ARGENT CAPITAL MANAGEMENT LLC | 276,069 | 10,648,000 | 28.21% | ||
| 3 | AMERICAN NATIONAL INSURANCE CO | 152,175 | 5,869,000 | 15.55% | ||
| 4 | SVB WEALTH LLC | 47,920 | 1,848,000 | 4.90% | ||
| 5 | Hamilton Point Investment Advisors, LLC | 33,490 | 1,292,000 | 3.42% | ||
| 6 | American National Registered Investment Advisor, Inc. | 23,630 | 911,000 | 2.41% | ||
| 7 | Cornerstone Capital, Inc. | 22,450 | 866,000 | 2.29% | ||
| 8 | CATAWBA CAPITAL MANAGEMENT /VA | 19,010 | 733,000 | 1.94% | ||
| 9 | Regent Investment Management LLC | 12,750 | 492,000 | 1.30% | ||
| 10 | World Asset Management Inc | 11,549 | 445,000 | 1.18% | ||
| 11 | J.P. Morgan Private Wealth Advisors LLC | 10,444 | 402,000 | 1.06% | ||
| 12 | HARVEST MANAGEMENT LLC | 5,924 | 228,000 | 0.60% | ||
| 13 | QUADRANT CAPITAL GROUP LLC | 99 | 3,000 | 0.01% |
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.