| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 237,973 | 3,084,000 | 62.38% | ||
| 2 | BBR PARTNERS, LLC | 62,245 | 807,000 | 16.32% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 38,510 | 499,000 | 10.09% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 27,120 | 351,000 | 7.10% | ||
| 5 | LOEB PARTNERS CORP | 10,000 | 130,000 | 2.63% | ||
| 6 | Evercore Wealth Management, LLC | 3,000 | 39,000 | 0.79% | ||
| 7 | J.P. Morgan Private Wealth Advisors LLC | 2,635 | 34,000 | 0.69% |
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.
