| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RAY GERALD L & ASSOCIATES LTD | 46,650 | 1,060,000 | 44.49% | ||
| 2 | AMERIPRISE FINANCIAL INC | 35,809 | 814,000 | 34.17% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 17,850 | 406,000 | 17.04% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 2,741 | 62,303 | 2.62% | ||
| 5 | Highlander Capital Management, LLC | 1,750 | 40,000 | 1.68% |
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.
