| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Fragasso Financial Advisors Inc | 118,205 | 1,291,000 | 43.31% | ||
| 2 | World Asset Management Inc | 60,355 | 656,000 | 22.01% | ||
| 3 | AMERICAN NATIONAL INSURANCE CO | 26,000 | 282,000 | 9.46% | ||
| 4 | FCA CORP /TX | 20,000 | 219,000 | 7.35% | ||
| 5 | AMERIPRISE FINANCIAL INC | 19,019 | 208,000 | 6.98% | ||
| 6 | MAI Capital Management | 13,675 | 149,000 | 5.00% | ||
| 7 | Cornerstone Investment Partners, LLC | 10,733 | 117,000 | 3.92% | ||
| 8 | GLENMEDE TRUST CO NA | 4,555 | 49,000 | 1.64% | ||
| 9 | Archford Capital Strategies, LLC | 436 | 5,000 | 0.17% | ||
| 10 | First Horizon Advisors, Inc. | 374 | 4,000 | 0.13% | ||
| 11 | MYCIO WEALTH PARTNERS, LLC | 65 | 1,000 | 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.
