| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 298,508 | 20,731,000 | 76.76% | ||
| 2 | AMERICAN NATIONAL INSURANCE CO | 55,851 | 3,879,000 | 14.36% | ||
| 3 | S&CO INC | 10,238 | 711,000 | 2.63% | ||
| 4 | American National Registered Investment Advisor, Inc. | 9,788 | 680,000 | 2.52% | ||
| 5 | Waldron Private Wealth LLC | 5,237 | 363,000 | 1.34% | ||
| 6 | Calvert Investment Management, Inc. | 5,057 | 351,000 | 1.30% | ||
| 7 | RONALD BLUE & CO LLC | 3,848 | 267,000 | 0.99% | ||
| 8 | QUADRANT CAPITAL GROUP LLC | 431 | 26,000 | 0.10% |
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.
