| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOL Capital Management CO | 255,850 | 3,996,000 | 45.92% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 147,350 | 2,302,000 | 26.45% | ||
| 3 | Bollard Group LLC | 52,200 | 815,000 | 9.37% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 42,550 | 665,000 | 7.64% | ||
| 5 | AMERICAN NATIONAL INSURANCE CO | 36,950 | 577,000 | 6.63% | ||
| 6 | Veritable, L.P. | 11,750 | 184,000 | 2.11% | ||
| 7 | BECK MACK & OLIVER LLC | 10,450 | 163,000 | 1.87% |
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.
