| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | 673,199 | 43,038,000 | 74.41% | ||
| 2 | ZWJ INVESTMENT COUNSEL INC | 175,068 | 11,192,000 | 19.35% | ||
| 3 | Blue Edge Capital, LLC | 30,611 | 1,956,961 | 3.38% | ||
| 4 | DENVER INVESTMENT ADVISORS LLC | 22,750 | 1,454,000 | 2.51% | ||
| 5 | Welch Group, LLC | 2,918 | 187,000 | 0.32% | ||
| 6 | Gemmer Asset Management LLC | 211 | 13,000 | 0.02% |
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.
