| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRAYBILL WEALTH MANAGEMENT, LTD. | 74,511 | 1,881,000 | 59.92% | ||
| 2 | IAT REINSURANCE CO LTD. | 25,000 | 631,000 | 20.10% | ||
| 3 | KCM INVESTMENT ADVISORS LLC | 14,483 | 366,000 | 11.66% | ||
| 4 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 9,945 | 251,000 | 8.00% | ||
| 5 | INTELLECTUS PARTNERS, LLC | 386 | 10,000 | 0.32% |
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.
