| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 87,606 | 5,573,000 | 47.45% | ||
| 2 | AMERICAN NATIONAL INSURANCE CO | 36,500 | 2,322,000 | 19.77% | ||
| 3 | World Asset Management Inc | 24,381 | 1,551,000 | 13.21% | ||
| 4 | Veritable, L.P. | 12,053 | 767,000 | 6.53% | ||
| 5 | CrestPoint Capital Management, LLC | 11,000 | 700,000 | 5.96% | ||
| 6 | AVIANCE CAPITAL MANAGEMENT, LLC | 9,457 | 602,000 | 5.13% | ||
| 7 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 3,153 | 201,000 | 1.71% | ||
| 8 | Cornerstone Advisors, Inc. | 297 | 19,000 | 0.16% | ||
| 9 | CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 85 | 5,000 | 0.04% | ||
| 10 | JAMES INVESTMENT RESEARCH, INC. | 46 | 3,000 | 0.03% | ||
| 11 | QCI ASSET MANAGEMENT INC/NY | 22 | 1,000 | 0.01% |
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.
