| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTWOOD HOLDINGS GROUP INC | 431,764 | 11,964,000 | 79.55% | ||
| 2 | Convergence Investment Partners, LLC | 44,927 | 1,245,000 | 8.28% | ||
| 3 | Godshalk Welsh Capital Management, Inc. | 36,900 | 1,022,000 | 6.80% | ||
| 4 | BLUE CREEK INVESTMENT PARTNERS, LLC | 28,689 | 795,000 | 5.29% | ||
| 5 | PINKERTON WEALTH, LLC | 473 | 13,000 | 0.09% |
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.
