| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,800 | 637,000 | 17.47% | ||
| 2 | Veritable, L.P. | 7,461 | 820,000 | 22.49% | ||
| 3 | World Asset Management Inc | 9,723 | 1,068,000 | 29.29% | ||
| 4 | CrestPoint Capital Management, LLC | 10,200 | 1,121,000 | 30.75% |
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.
