| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 12,787 | 1,445,000 | 43.87% | ||
| 2 | Veritable, L.P. | 8,265 | 934,000 | 28.35% | ||
| 3 | Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 5,800 | 655,000 | 19.88% | ||
| 4 | CrestPoint Capital Management, LLC | 2,300 | 260,000 | 7.89% |
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.
