| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 107,974 | 6,151,000 | 38.07% | ||
| 2 | CHICKASAW CAPITAL MANAGEMENT LLC | 58,000 | 3,304,000 | 20.45% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 40,450 | 2,305,000 | 14.27% | ||
| 4 | Veritable, L.P. | 22,323 | 1,272,000 | 7.87% | ||
| 5 | AMERICAN NATIONAL INSURANCE CO | 20,150 | 1,148,000 | 7.11% | ||
| 6 | Belmont Global Advisors, Inc. | 17,100 | 974,000 | 6.03% | ||
| 7 | SVB WEALTH LLC | 12,860 | 732,000 | 4.53% | ||
| 8 | American National Registered Investment Advisor, Inc. | 4,025 | 229,000 | 1.42% | ||
| 9 | CUMBERLAND ADVISORS INC | 700 | 40,000 | 0.25% |
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.
