| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Veritable, L.P. | 60,063 | 1,392,000 | 26.48% | ||
| 2 | MONTAG A & ASSOCIATES INC | 55,280 | 1,281,000 | 24.37% | ||
| 3 | AR ASSET MANAGEMENT INC | 44,846 | 1,040,000 | 19.78% | ||
| 4 | CrestPoint Capital Management, LLC | 37,500 | 869,000 | 16.53% | ||
| 5 | AMERICAN NATIONAL INSURANCE CO | 18,176 | 421,000 | 8.01% | ||
| 6 | Avalon Investment & Advisory | 10,961 | 254,000 | 4.83% |
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.
