| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | 524,095 | 28,993,000 | 88.81% | ||
| 2 | ICON ADVISERS INC/CO | 51,100 | 2,827,000 | 8.66% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 9,127 | 505,000 | 1.55% | ||
| 4 | Veritable, L.P. | 5,770 | 319,000 | 0.98% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 34 | 1,000 | 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.
