| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOL Capital Management CO | 242,450 | 3,775,000 | 48.42% | ||
| 2 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 163,725 | 2,549,000 | 32.69% | ||
| 3 | AMERICAN NATIONAL INSURANCE CO | 36,950 | 575,000 | 7.37% | ||
| 4 | KCM INVESTMENT ADVISORS LLC | 19,700 | 307,000 | 3.94% | ||
| 5 | Veritable, L.P. | 15,650 | 244,000 | 3.13% | ||
| 6 | HOLLENCREST CAPITAL MANAGEMENT | 12,253 | 191,000 | 2.45% | ||
| 7 | BECK MACK & OLIVER LLC | 10,050 | 156,000 | 2.00% |
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.