| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | 931,185 | 34,640,000 | 84.72% | ||
| 2 | Hollow Brook Wealth Management LLC | 87,404 | 3,251,000 | 7.95% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 44,838 | 1,668,000 | 4.08% | ||
| 4 | Veritable, L.P. | 18,169 | 676,000 | 1.65% | ||
| 5 | SILVER CAPITAL MANAGEMENT LLC | 11,540 | 430,000 | 1.05% | ||
| 6 | World Asset Management Inc | 6,027 | 224,000 | 0.55% |
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.
