| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 93,870 | 4,435,000 | 38.82% | ||
| 2 | AFAM CAPITAL, INC. | 58,330 | 2,756,000 | 24.12% | ||
| 3 | Curi Capital, LLC | 40,157 | 1,898,000 | 16.61% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 24,025 | 1,135,000 | 9.94% | ||
| 5 | Camelot Portfolios, LLC | 12,360 | 584,000 | 5.11% | ||
| 6 | Colonial Trust Advisors | 8,725 | 412,000 | 3.61% | ||
| 7 | ArchPoint Investors | 4,322 | 204,000 | 1.79% |
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.
