| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | VAUGHAN DAVID INVESTMENTS LLC/IL | 422,068 | 20,074,000 | 55.61% | ||
| 2 | Lipe & Dalton | 70,152 | 3,336,000 | 9.24% | ||
| 3 | Bollard Group LLC | 64,087 | 3,048,000 | 8.44% | ||
| 4 | World Asset Management Inc | 53,486 | 2,544,000 | 7.05% | ||
| 5 | AMERICAN NATIONAL INSURANCE CO | 38,405 | 1,827,000 | 5.06% | ||
| 6 | Willingdon Wealth Management | 25,143 | 1,195,000 | 3.31% | ||
| 7 | MAI Capital Management | 19,680 | 936,000 | 2.59% | ||
| 8 | Avalon Investment & Advisory | 14,993 | 713,000 | 1.98% | ||
| 9 | American National Registered Investment Advisor, Inc. | 14,491 | 689,000 | 1.91% | ||
| 10 | Veritable, L.P. | 14,454 | 687,000 | 1.90% | ||
| 11 | PRIO WEALTH LIMITED PARTNERSHIP | 9,125 | 433,000 | 1.20% | ||
| 12 | STUYVESANT CAPITAL MANAGEMENT | 7,350 | 350,000 | 0.97% | ||
| 13 | J.P. Morgan Private Wealth Advisors LLC | 4,346 | 207,000 | 0.57% | ||
| 14 | QUADRANT CAPITAL GROUP LLC | 1,299 | 56,000 | 0.16% |
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.
