| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | 181,124 | 9,207,000 | 96.28% | ||
| 2 | TOWER BRIDGE ADVISORS | 4,165 | 211,707 | 2.21% | ||
| 3 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 1,949 | 99,000 | 1.04% | ||
| 4 | BRUDERMAN ASSET MANAGEMENT, LLC | 477 | 24,000 | 0.25% | ||
| 5 | JNBA Financial Advisors | 297 | 15,000 | 0.16% | ||
| 6 | Gemmer Asset Management LLC | 127 | 6,000 | 0.06% |
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.
