| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | 192,089 | 10,770,000 | 83.62% | ||
| 2 | Longbow Capital Partners, L.P. | 31,200 | 1,749,000 | 13.58% | ||
| 3 | TOWER BRIDGE ADVISORS | 4,065 | 227,925 | 1.77% | ||
| 4 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 1,949 | 109,000 | 0.85% | ||
| 5 | JNBA Financial Advisors | 297 | 17,000 | 0.13% | ||
| 6 | Gemmer Asset Management LLC | 127 | 7,000 | 0.05% |
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.