| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Constellation Wealth Advisors, LLC | 87,726 | 5,107,000 | 40.10% | ||
| 2 | AMERICAN NATIONAL INSURANCE CO | 36,500 | 2,125,000 | 16.68% | ||
| 3 | DAVIS R M INC | 30,790 | 1,793,000 | 14.08% | ||
| 4 | World Asset Management Inc | 21,394 | 1,246,000 | 9.78% | ||
| 5 | Veritable, L.P. | 15,501 | 902,000 | 7.08% | ||
| 6 | CrestPoint Capital Management, LLC | 11,000 | 640,000 | 5.02% | ||
| 7 | AVIANCE CAPITAL MANAGEMENT, LLC | 7,572 | 441,000 | 3.46% | ||
| 8 | Mariner, LLC | 4,445 | 259,000 | 2.03% | ||
| 9 | BERKSHIRE ASSET MANAGEMENT LLC/PA | 3,557 | 207,000 | 1.63% | ||
| 10 | Cornerstone Advisors, Inc. | 279 | 16,000 | 0.13% | ||
| 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.
