| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 99,902 | 2,854,202 | 51.23% | ||
| 2 | SOUTH TEXAS MONEY MANAGEMENT LTD | 87,501 | 2,500,000 | 44.87% | ||
| 3 | THOMAS STORY & SON LLC | 7,583 | 217,000 | 3.90% |
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.
