| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOL Capital Management CO | 2,100 | 223,000 | 0.72% | ||
| 2 | New England Research & Management, Inc. | 3,050 | 324,000 | 1.04% | ||
| 3 | Colonial Trust Advisors | 3,567 | 379,000 | 1.22% | ||
| 4 | Veritable, L.P. | 3,840 | 408,000 | 1.31% | ||
| 5 | American National Registered Investment Advisor, Inc. | 4,600 | 489,000 | 1.57% | ||
| 6 | World Asset Management Inc | 11,419 | 1,214,000 | 3.91% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 30,648 | 3,257,000 | 10.48% | ||
| 8 | Curi Capital, LLC | 34,368 | 3,653,000 | 11.76% | ||
| 9 | AMERICAN NATIONAL INSURANCE CO | 35,460 | 3,769,000 | 12.13% | ||
| 10 | WILLIAM HARRIS INVESTORS INC | 54,799 | 5,825,000 | 18.75% | ||
| 11 | SCOUT INVESTMENTS, INC. | 108,434 | 11,527,000 | 37.10% |
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.
