| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | 747,546 | 41,870,000 | 68.84% | ||
| 2 | ZWJ INVESTMENT COUNSEL INC | 171,958 | 9,632,000 | 15.84% | ||
| 3 | HUDSON EDGE INVESTMENT PARTNERS INC. | 88,240 | 4,942,000 | 8.13% | ||
| 4 | GOLDEN GATE PRIVATE EQUITY, INC. | 70,989 | 3,976,000 | 6.54% | ||
| 5 | CANADA PENSION PLAN INVESTMENT BOARD | 4,100 | 230,000 | 0.38% | ||
| 6 | Welch Group, LLC | 2,918 | 163,000 | 0.27% | ||
| 7 | Gemmer Asset Management LLC | 163 | 9,000 | 0.01% | ||
| 8 | Burt Wealth Advisors | 61 | 0 | 0.00% |
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.