| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 99,006 | 5,435,000 | 40.72% | ||
| 2 | AFAM CAPITAL, INC. | 58,401 | 3,206,000 | 24.02% | ||
| 3 | Curi Capital, LLC | 41,086 | 2,256,000 | 16.90% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 24,025 | 1,319,000 | 9.88% | ||
| 5 | Camelot Portfolios, LLC | 11,580 | 636,000 | 4.77% | ||
| 6 | Colonial Trust Advisors | 9,025 | 495,000 | 3.71% |
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.
