| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Evercore Wealth Management, LLC | 876 | 35,000 | 0.05% | ||
| 2 | JAMES INVESTMENT RESEARCH, INC. | 1,540 | 61,000 | 0.09% | ||
| 3 | Regent Investment Management LLC | 6,108 | 242,000 | 0.34% | ||
| 4 | KORNITZER CAPITAL MANAGEMENT INC /KS | 10,150 | 402,000 | 0.56% | ||
| 5 | Veritable, L.P. | 12,760 | 506,000 | 0.71% | ||
| 6 | SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | 18,675 | 740,000 | 1.03% | ||
| 7 | FIRST FOUNDATION ADVISORS | 18,910 | 749,000 | 1.05% | ||
| 8 | American National Registered Investment Advisor, Inc. | 20,909 | 829,000 | 1.16% | ||
| 9 | J.P. Morgan Private Wealth Advisors LLC | 31,804 | 1,261,000 | 1.76% | ||
| 10 | World Asset Management Inc | 51,948 | 2,059,000 | 2.88% | ||
| 11 | AMERICAN NATIONAL INSURANCE CO | 130,623 | 5,177,000 | 7.23% | ||
| 12 | MARK ASSET MANAGEMENT LP | 305,834 | 12,120,000 | 16.93% | ||
| 13 | SCOUT INVESTMENTS, INC. | 482,505 | 19,122,000 | 26.71% | ||
| 14 | BBR PARTNERS, LLC | 713,971 | 28,295,000 | 39.52% |
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.
