| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 55,408 | 1,965,000 | 44.99% | ||
| 2 | Hodges Capital Management Inc. | 26,586 | 943,000 | 21.59% | ||
| 3 | Veritable, L.P. | 19,811 | 703,000 | 16.09% | ||
| 4 | Bollard Group LLC | 8,727 | 310,000 | 7.10% | ||
| 5 | First Dallas Securities Inc. | 6,703 | 238,000 | 5.45% | ||
| 6 | Avalon Investment & Advisory | 5,900 | 209,000 | 4.78% |
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.
