| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Guild Investment Management, Inc. | 398,420 | 14,969,000 | 53.49% | ||
| 2 | AMERICAN NATIONAL INSURANCE CO | 157,775 | 5,928,000 | 21.18% | ||
| 3 | Cranberry Lake Advisors LLC | 69,015 | 2,593,000 | 9.27% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 31,992 | 1,202,000 | 4.30% | ||
| 5 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 29,877 | 1,122,000 | 4.01% | ||
| 6 | SignalPoint Asset Management, LLC | 21,431 | 805,000 | 2.88% | ||
| 7 | Mengis Capital Management, Inc. | 14,696 | 552,000 | 1.97% | ||
| 8 | OARSMAN CAPITAL, INC. | 11,231 | 422,000 | 1.51% | ||
| 9 | Veritable, L.P. | 10,420 | 391,000 | 1.40% |
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.
