| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 428,080 | 22,192,000 | 33.67% | ||
| 2 | Savant Capital, LLC | 412,683 | 21,393,000 | 32.45% | ||
| 3 | AMERICAN NATIONAL INSURANCE CO | 157,775 | 8,179,000 | 12.41% | ||
| 4 | 1834 INVESTMENT ADVISORS CO | 62,160 | 3,222,000 | 4.89% | ||
| 5 | CONDOR CAPITAL MANAGEMENT | 46,012 | 2,385,000 | 3.62% | ||
| 6 | Cranberry Lake Advisors LLC | 45,000 | 2,333,000 | 3.54% | ||
| 7 | Camelot Portfolios, LLC | 43,622 | 2,261,000 | 3.43% | ||
| 8 | D L CARLSON INVESTMENT GROUP INC | 27,780 | 1,440,000 | 2.18% | ||
| 9 | American National Registered Investment Advisor, Inc. | 14,750 | 765,000 | 1.16% | ||
| 10 | Oxbow Advisors, LLC | 9,911 | 514,000 | 0.78% | ||
| 11 | OARSMAN CAPITAL, INC. | 9,413 | 488,000 | 0.74% | ||
| 12 | ROTHSCHILD INVESTMENT LLC /IL | 7,420 | 385,000 | 0.58% | ||
| 13 | HOLLENCREST CAPITAL MANAGEMENT | 6,757 | 351,000 | 0.53% | ||
| 14 | 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.
