| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STRATEGIC WEALTH MANAGEMENT INC | 30,878 | 1,749,000 | 76.31% | ||
| 2 | SOUTH TEXAS MONEY MANAGEMENT LTD | 6,304 | 357,000 | 15.58% | ||
| 3 | MOTCO | 2,112 | 120,000 | 5.24% | ||
| 4 | HIGH POINT BANK & TRUST CO | 1,158 | 66,000 | 2.88% |
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.
