| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PATHSTONE FAMILY OFFICE, LLC | 8 | 0 | 0.00% | ||
| 2 | QUADRANT CAPITAL GROUP LLC | 99 | 4,000 | 0.01% | ||
| 3 | SCOUT INVESTMENTS, INC. | 5,538 | 249,000 | 0.34% | ||
| 4 | HARVEST MANAGEMENT LLC | 5,924 | 266,000 | 0.37% | ||
| 5 | J.P. Morgan Private Wealth Advisors LLC | 10,901 | 490,000 | 0.67% | ||
| 6 | Cornerstone Capital, Inc. | 11,250 | 506,000 | 0.69% | ||
| 7 | Regent Investment Management LLC | 12,350 | 555,000 | 0.76% | ||
| 8 | World Asset Management Inc | 14,227 | 640,000 | 0.88% | ||
| 9 | CATAWBA CAPITAL MANAGEMENT /VA | 16,905 | 760,000 | 1.04% | ||
| 10 | American National Registered Investment Advisor, Inc. | 23,630 | 1,062,000 | 1.46% | ||
| 11 | Hamilton Point Investment Advisors, LLC | 33,085 | 1,488,000 | 2.04% | ||
| 12 | SVB WEALTH LLC | 50,820 | 2,285,000 | 3.14% | ||
| 13 | AMERICAN NATIONAL INSURANCE CO | 152,175 | 6,842,000 | 9.39% | ||
| 14 | CAMPBELL NEWMAN ASSET MANAGEMENT INC | 226,225 | 10,171,000 | 13.97% | ||
| 15 | ARGENT CAPITAL MANAGEMENT LLC | 279,341 | 12,559,000 | 17.24% | ||
| 16 | Avalon Investment & Advisory | 362,781 | 16,311,000 | 22.40% | ||
| 17 | Willis Investment Counsel | 414,600 | 18,640,000 | 25.59% |
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.
