| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ROTHSCHILD INVESTMENT LLC /IL | 27,035 | 666,000 | 33.04% | ||
| 2 | SOUTH TEXAS MONEY MANAGEMENT LTD | 12,802 | 315,000 | 15.63% | ||
| 3 | Arvest Bank Trust Division | 12,570 | 310,000 | 15.38% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 11,855 | 292,000 | 14.49% | ||
| 5 | Vision Capital Management, Inc. | 8,278 | 204,000 | 10.12% | ||
| 6 | CT Financial Advisors LLC | 5,230 | 128,857 | 6.39% | ||
| 7 | GLENMEDE TRUST CO NA | 2,334 | 57,000 | 2.83% | ||
| 8 | WEALTHPLAN PARTNERS, LLC | 1,729 | 42,601 | 2.11% |
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.
