| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RNC CAPITAL MANAGEMENT LLC | 503,164 | 9,283,000 | 65.46% | ||
| 2 | Sequent Asset Management, LLC | 179,554 | 3,313,000 | 23.36% | ||
| 3 | CT Financial Advisors LLC | 68,039 | 1,255,319 | 8.85% | ||
| 4 | ROTHSCHILD INVESTMENT LLC /IL | 15,289 | 282,000 | 1.99% | ||
| 5 | Perigon Wealth Management, LLC | 2,567 | 48,000 | 0.34% |
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.
