| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOUTH TEXAS MONEY MANAGEMENT LTD | 37,607 | 842,000 | 60.20% | ||
| 2 | GLENMEDE TRUST CO NA | 19,872 | 445,000 | 31.82% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 3,711 | 83,000 | 5.93% | ||
| 4 | MOTCO | 923 | 21,000 | 1.50% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 344 | 7,710 | 0.55% |
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.
