| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 908 | 3,000 | 1.59% | ||
| 2 | VERSANT CAPITAL MANAGEMENT, INC | 9,845 | 40,000 | 21.16% | ||
| 3 | CROSSMARK GLOBAL HOLDINGS, INC. | 12,356 | 146,000 | 77.25% |
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.