| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 199,128 | 1,008,000 | 73.04% | ||
| 2 | Laird Norton Wetherby Wealth Management, LLC | 23,752 | 120,000 | 8.70% | ||
| 3 | SOL Capital Management CO | 23,000 | 116,000 | 8.41% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 14,150 | 72,000 | 5.22% | ||
| 5 | Veritable, L.P. | 12,650 | 64,000 | 4.64% |
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.
