| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CrestPoint Capital Management, LLC | 11,800 | 1,187,000 | 34.31% | ||
| 2 | World Asset Management Inc | 11,099 | 1,117,000 | 32.28% | ||
| 3 | Veritable, L.P. | 7,017 | 706,000 | 20.40% | ||
| 4 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 4,475 | 450,000 | 13.01% |
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.
