| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CROSSMARK GLOBAL HOLDINGS, INC. | 176,239 | 11,052,000 | 99.00% | ||
| 2 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 682 | 48,000 | 0.43% | ||
| 3 | SUTTON WEALTH ADVISORS INC. | 388 | 27,591 | 0.25% | ||
| 4 | C-J ADVISORY, INC. | 307 | 22,000 | 0.20% | ||
| 5 | ANCHOR INVESTMENT MANAGEMENT, LLC | 200 | 14,222 | 0.13% |
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.
