| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CROSSMARK GLOBAL HOLDINGS, INC. | 14,580 | 1,013,000 | 85.58% | ||
| 2 | ANCHOR INVESTMENT MANAGEMENT, LLC | 7,380 | 169,223 | 14.30% | ||
| 3 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 72 | 1,000 | 0.08% | ||
| 4 | SUTTON WEALTH ADVISORS INC. | 19 | 436 | 0.04% |
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.
