| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Baker Ellis Asset Management LLC | 40,241 | 1,808,000 | 58.84% | ||
| 2 | Cerity Partners OCIO LLC | 16,961 | 762,000 | 24.80% | ||
| 3 | HANSEATIC MANAGEMENT SERVICES INC | 9,600 | 431,000 | 14.03% | ||
| 4 | Nelson Capital Management, LLC | 845 | 38,000 | 1.24% | ||
| 5 | West Oak Capital, LLC | 750 | 33,705 | 1.10% |
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.
