| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STRATEGIC WEALTH MANAGEMENT INC | 61,757 | 3,503,000 | 79.21% | ||
| 2 | SOUTH TEXAS MONEY MANAGEMENT LTD | 5,936 | 337,000 | 7.62% | ||
| 3 | DONALDSON CAPITAL MANAGEMENT, LLC | 4,471 | 254,000 | 5.74% | ||
| 4 | MOTCO | 2,657 | 151,000 | 3.41% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 2,037 | 115,556 | 2.61% | ||
| 6 | HIGH POINT BANK & TRUST CO | 1,092 | 62,000 | 1.40% |
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.
