| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BBR PARTNERS, LLC | 44,624 | 28,000 | 45.16% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 20,864 | 13,000 | 20.97% | ||
| 3 | LEE DANNER & BASS INC | 14,000 | 9,000 | 14.52% | ||
| 4 | STALEY CAPITAL ADVISERS INC | 10,000 | 6,000 | 9.68% | ||
| 5 | World Asset Management Inc | 10,419 | 6,000 | 9.68% |
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.
