| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 183,619 | 7,741,000 | 21.35% | ||
| 2 | AMERICAN NATIONAL INSURANCE CO | 157,775 | 6,652,000 | 18.35% | ||
| 3 | Veritable, L.P. | 149,696 | 6,311,000 | 17.41% | ||
| 4 | Savant Capital, LLC | 79,591 | 3,356,000 | 9.26% | ||
| 5 | Cranberry Lake Advisors LLC | 77,500 | 3,267,000 | 9.01% | ||
| 6 | Camelot Portfolios, LLC | 49,753 | 2,098,000 | 5.79% | ||
| 7 | CONDOR CAPITAL MANAGEMENT | 30,533 | 1,287,000 | 3.55% | ||
| 8 | J.P. Morgan Private Wealth Advisors LLC | 20,544 | 866,000 | 2.39% | ||
| 9 | Mengis Capital Management, Inc. | 19,486 | 821,000 | 2.26% | ||
| 10 | SYNOVUS FINANCIAL CORP | 18,496 | 780,000 | 2.15% | ||
| 11 | 1834 INVESTMENT ADVISORS CO | 17,228 | 726,000 | 2.00% | ||
| 12 | American National Registered Investment Advisor, Inc. | 14,750 | 622,000 | 1.72% | ||
| 13 | D L CARLSON INVESTMENT GROUP INC | 12,170 | 513,000 | 1.41% | ||
| 14 | ROTHSCHILD INVESTMENT LLC /IL | 11,423 | 482,000 | 1.33% | ||
| 15 | Oxbow Advisors, LLC | 9,969 | 420,000 | 1.16% | ||
| 16 | OARSMAN CAPITAL, INC. | 7,504 | 316,000 | 0.87% |
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.
