| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERICAN NATIONAL INSURANCE CO | 157,775 | 5,495,000 | 46.23% | ||
| 2 | Cranberry Lake Advisors LLC | 50,000 | 1,741,000 | 14.65% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 39,109 | 1,362,000 | 11.46% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 17,585 | 612,000 | 5.15% | ||
| 5 | Veritable, L.P. | 16,362 | 570,000 | 4.80% | ||
| 6 | Mengis Capital Management, Inc. | 15,847 | 551,000 | 4.64% | ||
| 7 | American National Registered Investment Advisor, Inc. | 14,750 | 514,000 | 4.32% | ||
| 8 | SignalPoint Asset Management, LLC | 12,727 | 443,000 | 3.73% | ||
| 9 | OARSMAN CAPITAL, INC. | 10,883 | 379,000 | 3.19% | ||
| 10 | BOYS ARNOLD & CO INC | 6,089 | 212,000 | 1.78% | ||
| 11 | CapWealth Advisors, LLC | 200 | 7,000 | 0.06% |
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.
