| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CROSSMARK GLOBAL HOLDINGS, INC. | 62,219 | 1,292,000 | 99.69% | ||
| 2 | MINICHMACGREGOR WEALTH MANAGEMENT, LLC | 160 | 4,000 | 0.31% | ||
| 3 | VERSANT CAPITAL MANAGEMENT, INC | 7 | 0 | 0.00% |
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.