| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CrestPoint Capital Management, LLC | 11,800 | 1,291,000 | 33.15% | ||
| 2 | World Asset Management Inc | 10,829 | 1,185,000 | 30.43% | ||
| 3 | Veritable, L.P. | 7,161 | 783,000 | 20.11% | ||
| 4 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,800 | 635,000 | 16.31% |
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.
