| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evensky & Katz LLC | 101,277 | 10,264,000 | 55.54% | ||
| 2 | PINNACLE ASSOCIATES LTD | 51,000 | 5,169,000 | 27.97% | ||
| 3 | LEAVELL INVESTMENT MANAGEMENT, INC. | 19,077 | 1,933,000 | 10.46% | ||
| 4 | AVALON CAPITAL MANAGEMENT | 5,000 | 507,000 | 2.74% | ||
| 5 | OARSMAN CAPITAL, INC. | 3,855 | 391,000 | 2.12% | ||
| 6 | JMG Financial Group, Ltd. | 2,120 | 215,000 | 1.16% |
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.
