| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Bollard Group LLC | 110,441 | 5,091,000 | 35.38% | ||
| 2 | CHICKASAW CAPITAL MANAGEMENT LLC | 85,000 | 3,918,000 | 27.23% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 53,338 | 2,459,000 | 17.09% | ||
| 4 | SVB WEALTH LLC | 22,840 | 1,053,000 | 7.32% | ||
| 5 | AMERICAN NATIONAL INSURANCE CO | 20,150 | 929,000 | 6.46% | ||
| 6 | Veritable, L.P. | 19,699 | 908,000 | 6.31% | ||
| 7 | CUMBERLAND ADVISORS INC | 700 | 32,000 | 0.22% |
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.
