| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 308,679 | 1,315,000 | 43.44% | ||
| 2 | MAI Capital Management | 215,894 | 920,000 | 30.39% | ||
| 3 | Oxbow Advisors, LLC | 43,656 | 186,000 | 6.14% | ||
| 4 | AMERICAN NATIONAL INSURANCE CO | 43,564 | 186,000 | 6.14% | ||
| 5 | Douglass Winthrop Advisors, LLC | 34,480 | 147,000 | 4.86% | ||
| 6 | Pinnacle Holdings, LLC | 33,300 | 141,858 | 4.69% | SH | |
| 7 | STUYVESANT CAPITAL MANAGEMENT | 19,200 | 82,000 | 2.71% | ||
| 8 | PINNACLE ASSOCIATES LTD | 11,529 | 49,000 | 1.62% | ||
| 9 | QCI ASSET MANAGEMENT INC/NY | 57 | 0 | 0.00% | ||
| 10 | Karp Capital Management Corp | 31 | 0 | 0.00% |
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.
