| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | 6,020,362 | 182,296,000 | 98.25% | ||
| 2 | Coe Capital Management, LLC | 59,276 | 1,795,000 | 0.97% | ||
| 3 | HighPoint Advisor Group LLC | 24,250 | 673,000 | 0.36% | ||
| 4 | J.SAFRA ASSET MANAGEMENT CORP | 16,140 | 489,000 | 0.26% | ||
| 5 | Bray Capital Advisors | 6,658 | 202,000 | 0.11% | ||
| 6 | GROUP ONE TRADING LLC | 3,135 | 95,000 | 0.05% | ||
| 7 | TCI Wealth Advisors, Inc. | 47 | 1,000 | 0.00% |
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.
