| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STRATEGIC WEALTH MANAGEMENT INC | 61,757 | 3,503,000 | 86.37% | ||
| 2 | SOUTH TEXAS MONEY MANAGEMENT LTD | 5,936 | 364,000 | 8.97% | ||
| 3 | MOTCO | 1,990 | 122,000 | 3.01% | ||
| 4 | HIGH POINT BANK & TRUST CO | 1,092 | 67,000 | 1.65% |
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.
