| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 257,142 | 3,502,000 | 61.82% | ||
| 2 | BBR PARTNERS, LLC | 62,245 | 848,000 | 14.97% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 40,863 | 557,000 | 9.83% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 27,120 | 369,000 | 6.51% | ||
| 5 | SHELTON CAPITAL MANAGEMENT | 13,509 | 212,000 | 3.74% | ||
| 6 | LOEB PARTNERS CORP | 10,000 | 136,000 | 2.40% | ||
| 7 | Evercore Wealth Management, LLC | 3,000 | 41,000 | 0.72% |
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.
