| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Willingdon Wealth Management | 64,095 | 1,523,000 | 68.08% | ||
| 2 | ARGENT CAPITAL MANAGEMENT LLC | 17,580 | 418,000 | 18.69% | ||
| 3 | CYPRESS ASSET MANAGEMENT INC/TX | 12,450 | 296,000 | 13.23% |
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.
