| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 1,207,181 | 42,251,000 | 57.21% | ||
| 2 | First American Bank | 901,052 | 31,536,000 | 42.70% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 1,115 | 39,028 | 0.05% | ||
| 4 | Nelson Capital Management, LLC | 684 | 24,000 | 0.03% |
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.
