| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Willingdon Wealth Management | 68,858 | 1,655,000 | 77.23% | ||
| 2 | ARGENT CAPITAL MANAGEMENT LLC | 20,280 | 488,000 | 22.77% |
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.
