| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 107,721 | 3,088,353 | 51.41% | ||
| 2 | SOUTH TEXAS MONEY MANAGEMENT LTD | 94,238 | 2,702,000 | 44.98% | ||
| 3 | THOMAS STORY & SON LLC | 7,583 | 217,000 | 3.61% |
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.