| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | 127,995 | 2,809,000 | 46.28% | ||
| 2 | FIRST FOUNDATION ADVISORS | 58,800 | 1,291,000 | 21.27% | ||
| 3 | BUCKHEAD CAPITAL MANAGEMENT LLC | 55,630 | 1,221,000 | 20.12% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 14,201 | 312,000 | 5.14% | ||
| 5 | Veritable, L.P. | 9,970 | 219,000 | 3.61% | ||
| 6 | CROFT-LEOMINSTER INC | 9,968 | 218,000 | 3.59% |
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.
