| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SOUTH TEXAS MONEY MANAGEMENT LTD | 14,118 | 782,000 | 36.20% | ||
| 2 | Janney Montgomery Scott LLC | 10,675 | 591,000 | 27.36% | ||
| 3 | Endurance Wealth Management, Inc. | 9,351 | 517,000 | 23.94% | ||
| 4 | FDx Advisors, Inc. | 4,900 | 270,000 | 12.50% |
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.
