| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 27 | 1,000 | 0.02% | ||
| 2 | Perigon Wealth Management, LLC | 2,338 | 72,000 | 1.27% | ||
| 3 | SOUTH TEXAS MONEY MANAGEMENT LTD | 8,931 | 274,000 | 4.82% | ||
| 4 | OAKWOOD CAPITAL MANAGEMENT LLC/CA | 10,714 | 329,000 | 5.79% | ||
| 5 | RNC CAPITAL MANAGEMENT LLC | 163,203 | 5,007,000 | 88.10% |
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.