Avalon Advisors LLC

Avalon Advisors LLC, una compañía de responsabilidad limitada con sede en Delaware, es un registrante aprobado por la SEC desde el 4 de mayo de 2001, con 68 empleados, incluidos 45 que actúan como asesores, mientras prestan servicios a 2 clientes.

• ALEXANDER CHASE ROBISON

  PRESIDENT & CEO, MEMBER, ELECTED MANAGER posee menos de 5%

• CYNOSURE AVALON HOLDINGS I, LLC

  MEMBER posee menos de 5%

• CYNOSURE AVALON HOLDINGS II

  MEMBER posee más del 10% pero menos del 25%

• DAVID JOHN JESULAITIS

  EXECUTIVE OFFICER, MEMBER posee menos de 5%

• EUGENE WILLIAM STONE

  CHIEF INVESTMENT OFFICER, MEMBER posee menos de 5%

• GARY THOMAS BONNER

  CHIEF OPERATING OFFICER, MEMBER posee menos de 5%

• HENRY JAMES LARTIGUE

  EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER posee más del 5% pero menos del 10%

• KEVIN JOHN LILLY

  EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER posee más del 5% pero menos del 10%

• MINION TRAIL, LTD.

  MEMBER posee más del 5% pero menos del 10%

• PEGGY ELAINE LEBERT

  CHIEF COMPLIANCE OFFICER, MEMBER posee menos de 5%

• PINTO INVESTMENT PARTNERS LP

  MEMBER posee más del 5% pero menos del 10%

• RICHARD KEITH TAYLOR

  ELECTED MANAGER posee menos de 5%

• ROBERT KEAN HATCHER

  ELECTED MANAGER posee menos de 5%

• ROBERT PAUL GAUNTT

  MEMBER, ELECTED MANAGER posee más del 5% pero menos del 10%

• SPENCER PETERSON ECCLES

  ELECTED MANAGER posee menos de 5%

• WILLIE THURMAN LANGSTON

  EXECUTIVE OFFICER, MEMBER, ELECTED MANAGER (CHAIRMAN) posee más del 5% pero menos del 10%

• WYATT LECLERCQ HOGAN

  CHIEF LEGAL OFFICER, MEMBER posee menos de 5%

• CHRISTINA HOPE HAYWARD

  MEMBER

• CIP GP LLC

  GENERAL PARTNER posee 75% o más

• CLISTA HOPE ECCLES

  MEMBER

• COCKRELL INVESTMENT PARTNERS LP

  MEMBER posee 75% o más

• GEORGE S. AND DOLORES DORÉ ECCLES FOUNDATION

  MEMBER posee 75% o más

• GORDY OIL COMPANY

  GENERAL PARTNER

• LISA ELLEN ECCLES

  DIRECTOR

• PINTO GP LIMITED

  GENERAL PARTNER posee 75% o más

• ROBERT MAURICE GRAHAM

  DIRECTOR

• RUSSELL DOUGLAS GORDY

  LIMITED PARTNER posee más del 50% pero menos del 75%

• SPENCER FOX ECCLES

  MEMBER

• SPENCER FOX ECCLES

  DIRECTOR

• STEPHEN ECCLES DENKERS

  MEMBER

• TEXAS PRODUCTION COMPANY

  GENERAL PARTNER posee 75% o más

• NATIONAL FINANCIAL SERVICES LLC
  Estados Unidos

• MSC Adviser I LLC
• Stavis & Cohen Financial LLC
• Champion Capital Research Inc
• Camden Wealth Advisors LLC
• OGAM LP
• COVE KEY Management LP
• Adell Harriman & Carpenter Inc
• Intrepid Investment Management LLC
• Saracen Capital LP
• Doliver Capital Advisors LP

• Avalon Investment & Advisory Q3 2022 vs. Q4 2022: A Look at the Sudden Shift in 13F Holdings

• Apple Inc $186,406k
• COCA-COLA CO $143,479k
• Chevron Corp $102,674k
• Exxon Mobil Corp $78,011k
• CISCO SYSTEMS INC $76,738k
• CUMMINS INC $67,105k
• ConocoPhillips $57,953k
• ALTRIA GROUP INC $56,776k
• ABBOTT LABS $44,351k
• ACCENTURE PLC IRELAND $41,969k