| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CrestPoint Capital Management, LLC | 11,400 | 1,155,000 | 34.09% | ||
| 2 | World Asset Management Inc | 8,782 | 890,000 | 26.27% | ||
| 3 | Veritable, L.P. | 7,451 | 755,000 | 22.28% | ||
| 4 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,800 | 588,000 | 17.36% |
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.
