| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Apriem Advisors | 75,392 | 5,930,000 | 86.59% | ||
| 2 | MOODY NATIONAL BANK TRUST DIVISION | 11,331 | 891,000 | 13.01% | ||
| 3 | COLONY GROUP LLC | 344 | 27,000 | 0.39% |
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.
