| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERICAN NATIONAL INSURANCE CO | 157,775 | 6,705,000 | 24.52% | ||
| 2 | Veritable, L.P. | 84,420 | 3,588,000 | 13.12% | ||
| 3 | Cranberry Lake Advisors LLC | 70,000 | 2,975,000 | 10.88% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 61,142 | 2,599,000 | 9.50% | ||
| 5 | CONDOR CAPITAL MANAGEMENT | 60,315 | 2,563,000 | 9.37% | ||
| 6 | Camelot Portfolios, LLC | 52,767 | 2,243,000 | 8.20% | ||
| 7 | Savant Capital, LLC | 25,122 | 1,068,000 | 3.91% | ||
| 8 | SYNOVUS FINANCIAL CORP | 21,230 | 902,000 | 3.30% | ||
| 9 | J.P. Morgan Private Wealth Advisors LLC | 20,544 | 873,000 | 3.19% | ||
| 10 | Mengis Capital Management, Inc. | 19,135 | 813,000 | 2.97% | ||
| 11 | American National Registered Investment Advisor, Inc. | 14,750 | 627,000 | 2.29% | ||
| 12 | 1834 INVESTMENT ADVISORS CO | 13,465 | 572,000 | 2.09% | ||
| 13 | SignalPoint Asset Management, LLC | 13,400 | 569,000 | 2.08% | ||
| 14 | D L CARLSON INVESTMENT GROUP INC | 12,190 | 518,000 | 1.89% | ||
| 15 | Oxbow Advisors, LLC | 9,519 | 405,000 | 1.48% | ||
| 16 | OARSMAN CAPITAL, INC. | 7,424 | 316,000 | 1.16% | ||
| 17 | CapWealth Advisors, LLC | 200 | 8,000 | 0.03% |
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.
