| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 166,724 | 700,000 | 43.02% | ||
| 2 | Camelot Portfolios, LLC | 118,912 | 499,000 | 30.67% | ||
| 3 | SOL Capital Management CO | 25,500 | 107,000 | 6.58% | ||
| 4 | Laird Norton Wetherby Wealth Management, LLC | 22,722 | 95,000 | 5.84% | ||
| 5 | AMERICAN NATIONAL INSURANCE CO | 14,150 | 59,000 | 3.63% | ||
| 6 | SEI INVESTMENTS CO | 13,491 | 57,000 | 3.50% | ||
| 7 | Curi Capital, LLC | 13,487 | 57,000 | 3.50% | ||
| 8 | Veritable, L.P. | 12,600 | 53,000 | 3.26% |
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.
