| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | 527,295 | 32,054,000 | 93.17% | ||
| 2 | Coe Capital Management, LLC | 20,525 | 1,248,000 | 3.63% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 8,290 | 504,000 | 1.47% | ||
| 4 | BLUESTEIN R H & CO LLC | 5,000 | 304,000 | 0.88% | ||
| 5 | Veritable, L.P. | 4,810 | 292,000 | 0.85% | ||
| 6 | QUADRANT CAPITAL GROUP LLC | 9 | 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.
