| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | 95,665 | 6,211,000 | 46.42% | ||
| 2 | BRAUN STACEY ASSOCIATES INC | 47,245 | 3,067,000 | 22.92% | ||
| 3 | FormulaFolio Investments, LLC | 19,393 | 1,259,000 | 9.41% | ||
| 4 | MORRIS CAPITAL ADVISORS, LLC | 14,189 | 921,000 | 6.88% | ||
| 5 | TRUST CO OF OKLAHOMA | 10,015 | 650,174 | 4.86% | ||
| 6 | VALLEY WEALTH MANAGERS, INC. | 7,750 | 504,000 | 3.77% | ||
| 7 | Alexandria Capital, LLC | 5,200 | 338,000 | 2.53% | ||
| 8 | BAR HARBOR WEALTH MANAGEMENT | 3,117 | 202,000 | 1.51% | ||
| 9 | Advisors Preferred, LLC | 2,791 | 181,000 | 1.35% | ||
| 10 | Gemmer Asset Management LLC | 366 | 24,000 | 0.18% | ||
| 11 | PINKERTON WEALTH, LLC | 270 | 18,000 | 0.13% | ||
| 12 | Lenox Wealth Advisors, LLC | 70 | 5,000 | 0.04% |
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.
