| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CROSSMARK GLOBAL HOLDINGS, INC. | 18,399 | 417,000 | 93.35% | ||
| 2 | SUTTON WEALTH ADVISORS INC. | 1,039 | 29,726 | 6.65% |
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.
