| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 70,621 | 2,650,000 | 29.80% | ||
| 2 | Willingdon Wealth Management | 59,685 | 2,240,000 | 25.19% | ||
| 3 | World Asset Management Inc | 31,643 | 1,188,000 | 13.36% | ||
| 4 | Portland Global Advisors LLC | 24,888 | 934,000 | 10.50% | ||
| 5 | TERRA NOVA ASSET MANAGEMENT LLC | 19,820 | 744,000 | 8.37% | ||
| 6 | BECK MACK & OLIVER LLC | 16,604 | 623,000 | 7.00% | ||
| 7 | SVB WEALTH LLC | 13,126 | 493,000 | 5.54% | ||
| 8 | Cornerstone Advisors, Inc. | 599 | 22,000 | 0.25% |
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.
