| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 182,803 | 7,981,000 | 57.60% | ||
| 2 | EVERETT HARRIS & CO /CA/ | 73,008 | 3,188,000 | 23.01% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 33,948 | 1,482,000 | 10.70% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 20,150 | 880,000 | 6.35% | ||
| 5 | BEACH INVESTMENT COUNSEL INC/PA | 6,949 | 303,000 | 2.19% | ||
| 6 | QCI ASSET MANAGEMENT INC/NY | 490 | 21,000 | 0.15% |
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.
