| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ARGENT CAPITAL MANAGEMENT LLC | 911,275 | 38,009,000 | 84.12% | ||
| 2 | Hollow Brook Wealth Management LLC | 79,388 | 3,311,000 | 7.33% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 46,474 | 1,938,000 | 4.29% | ||
| 4 | Veritable, L.P. | 14,634 | 610,000 | 1.35% | ||
| 5 | SILVER CAPITAL MANAGEMENT LLC | 10,130 | 422,000 | 0.93% | ||
| 6 | JAMES INVESTMENT RESEARCH, INC. | 9,225 | 385,000 | 0.85% | ||
| 7 | World Asset Management Inc | 7,305 | 305,000 | 0.68% | ||
| 8 | Caprock Group, LLC | 4,855 | 203,000 | 0.45% |
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.
