| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOUTH TEXAS MONEY MANAGEMENT LTD | 15,883 | 367,000 | 98.59% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 228 | 5,262 | 1.41% |
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.
