| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | 283,900 | 21,474,000 | 85.68% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 19,690 | 1,489,000 | 5.94% | ||
| 3 | World Asset Management Inc | 10,432 | 789,000 | 3.15% | ||
| 4 | Veritable, L.P. | 7,540 | 570,000 | 2.27% | ||
| 5 | HOLLENCREST CAPITAL MANAGEMENT | 6,199 | 469,000 | 1.87% | ||
| 6 | GOULD ASSET MANAGEMENT LLC /CA/ | 3,590 | 272,000 | 1.09% |
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.
