| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Seven Post Investment Office LP | 307,304 | 14,852,000 | 27.18% | ||
| 2 | Regis Management CO LLC | 198,045 | 9,572,000 | 17.52% | ||
| 3 | RONALD BLUE & CO LLC | 126,502 | 6,114,000 | 11.19% | ||
| 4 | SENTINEL TRUST CO LBA | 118,698 | 5,737,000 | 10.50% | ||
| 5 | NORTH STAR ASSET MANAGEMENT INC | 89,700 | 4,335,000 | 7.93% | ||
| 6 | WOODMONT INVESTMENT COUNSEL LLC | 88,165 | 4,261,000 | 7.80% | ||
| 7 | MAI Capital Management | 75,143 | 3,632,000 | 6.65% | ||
| 8 | CONDOR CAPITAL MANAGEMENT | 48,384 | 2,338,000 | 4.28% | ||
| 9 | VAUGHAN DAVID INVESTMENTS LLC/IL | 33,780 | 1,633,000 | 2.99% | ||
| 10 | Willingdon Wealth Management | 17,748 | 941,000 | 1.72% | ||
| 11 | BOSTON RESEARCH & MANAGEMENT INC | 18,470 | 892,000 | 1.63% | ||
| 12 | KEELEY ASSET MANAGEMENT CORP | 7,000 | 338,000 | 0.62% |
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.
