| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Geneva Advisors, LLC | 508,352 | 44,003,000 | 85.68% | ||
| 2 | HWG Holdings LP | 42,716 | 3,697,000 | 7.20% | ||
| 3 | AMERICAN NATIONAL INSURANCE CO | 28,671 | 2,482,000 | 4.83% | ||
| 4 | Waldron Private Wealth LLC | 5,239 | 441,000 | 0.86% | ||
| 5 | American National Registered Investment Advisor, Inc. | 4,844 | 419,000 | 0.82% | ||
| 6 | World Asset Management Inc | 3,112 | 269,000 | 0.52% | ||
| 7 | QUADRANT CAPITAL GROUP LLC | 461 | 37,000 | 0.07% | ||
| 8 | SYNOVUS FINANCIAL CORP | 91 | 8,000 | 0.02% |
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.