| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 11,506 | 1,244,000 | 39.72% | ||
| 2 | Veritable, L.P. | 8,156 | 882,000 | 28.16% | ||
| 3 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,800 | 627,000 | 20.02% | ||
| 4 | CrestPoint Capital Management, LLC | 3,500 | 379,000 | 12.10% |
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.
