| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 450,214 | 22,092,000 | 36.05% | ||
| 2 | Savant Capital, LLC | 407,647 | 20,003,000 | 32.64% | ||
| 3 | AMERICAN NATIONAL INSURANCE CO | 157,775 | 7,742,000 | 12.63% | ||
| 4 | 1834 INVESTMENT ADVISORS CO | 57,085 | 2,801,000 | 4.57% | ||
| 5 | CONDOR CAPITAL MANAGEMENT | 42,102 | 2,066,000 | 3.37% | ||
| 6 | Cranberry Lake Advisors LLC | 40,000 | 1,963,000 | 3.20% | ||
| 7 | D L CARLSON INVESTMENT GROUP INC | 29,050 | 1,425,000 | 2.33% | ||
| 8 | American National Registered Investment Advisor, Inc. | 14,750 | 724,000 | 1.18% | ||
| 9 | SYNOVUS FINANCIAL CORP | 12,571 | 617,000 | 1.01% | ||
| 10 | OARSMAN CAPITAL, INC. | 10,366 | 509,000 | 0.83% | ||
| 11 | Oxbow Advisors, LLC | 9,863 | 484,000 | 0.79% | ||
| 12 | RAND WEALTH, LLC | 8,696 | 427,000 | 0.70% | ||
| 13 | ROTHSCHILD INVESTMENT LLC /IL | 7,264 | 356,000 | 0.58% | ||
| 14 | EFG Private Wealth Management (Americas) Corp. | 1,034 | 51,000 | 0.08% | ||
| 15 | Plante Moran Financial Advisors, LLC | 273 | 13,000 | 0.02% | ||
| 16 | CapWealth Advisors, LLC | 200 | 10,000 | 0.02% |
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.
