| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOL Capital Management CO | 2,100 | 245,000 | 0.68% | ||
| 2 | Colonial Trust Advisors | 3,702 | 432,000 | 1.20% | ||
| 3 | Veritable, L.P. | 4,167 | 486,000 | 1.34% | ||
| 4 | S&CO INC | 4,330 | 505,000 | 1.40% | ||
| 5 | American National Registered Investment Advisor, Inc. | 4,600 | 537,000 | 1.49% | ||
| 6 | World Asset Management Inc | 11,977 | 1,398,000 | 3.87% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 30,574 | 3,569,000 | 9.88% | ||
| 8 | Curi Capital, LLC | 33,208 | 3,876,000 | 10.73% | ||
| 9 | AMERICAN NATIONAL INSURANCE CO | 35,460 | 4,139,000 | 11.45% | ||
| 10 | WILLIAM HARRIS INVESTORS INC | 36,898 | 4,307,000 | 11.92% | ||
| 11 | SCOUT INVESTMENTS, INC. | 142,601 | 16,644,000 | 46.06% |
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.
