| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 215,093 | 1,183,000 | 61.90% | ||
| 2 | SHELTON CAPITAL MANAGEMENT | 41,505 | 316,000 | 16.54% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 25,242 | 138,000 | 7.22% | ||
| 4 | SOL Capital Management CO | 23,000 | 126,000 | 6.59% | ||
| 5 | AMERICAN NATIONAL INSURANCE CO | 14,150 | 78,000 | 4.08% | ||
| 6 | Veritable, L.P. | 12,650 | 70,000 | 3.66% |
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.