| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CROSSMARK GLOBAL HOLDINGS, INC. | 9,541 | 1,374,000 | 96.47% | ||
| 2 | VERSANT CAPITAL MANAGEMENT, INC | 375 | 42,000 | 2.95% | ||
| 3 | C-J ADVISORY, INC. | 69 | 8,000 | 0.56% | ||
| 4 | SUTTON WEALTH ADVISORS INC. | 3 | 336 | 0.02% |
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.