| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOUTH TEXAS MONEY MANAGEMENT LTD | 7,452 | 460,000 | 33.55% | ||
| 2 | Janney Montgomery Scott LLC | 5,902 | 365,000 | 26.62% | ||
| 3 | DONALDSON CAPITAL MANAGEMENT, LLC | 4,589 | 283,000 | 20.64% | ||
| 4 | MONETARY MANAGEMENT GROUP INC | 2,328 | 144,000 | 10.50% | ||
| 5 | MOTCO | 1,865 | 115,000 | 8.39% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 64 | 4,000 | 0.29% |
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.
