| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 236,190 | 3,701,000 | 55.50% | ||
| 2 | BBR PARTNERS, LLC | 68,800 | 1,078,000 | 16.16% | ||
| 3 | Laird Norton Wetherby Wealth Management, LLC | 54,117 | 848,000 | 12.72% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 27,120 | 425,000 | 6.37% | ||
| 5 | LOEB PARTNERS CORP | 20,000 | 313,000 | 4.69% | ||
| 6 | SHELTON CAPITAL MANAGEMENT | 13,509 | 212,000 | 3.18% | ||
| 7 | Evercore Wealth Management, LLC | 3,240 | 51,000 | 0.76% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 2,635 | 41,000 | 0.61% |
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.
