| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 132 | 14,000 | 0.26% | ||
| 2 | CYPRESS ASSET MANAGEMENT INC/TX | 2,182 | 235,000 | 4.30% | ||
| 3 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,250 | 565,000 | 10.33% | ||
| 4 | CIBC WORLD MARKETS CORP | 6,981 | 751,000 | 13.73% | ||
| 5 | Veritable, L.P. | 9,905 | 1,065,000 | 19.47% | ||
| 6 | World Asset Management Inc | 10,707 | 1,152,000 | 21.06% | ||
| 7 | SCHWERIN BOYLE CAPITAL MANAGEMENT INC | 15,700 | 1,689,000 | 30.87% |
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.
