| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FRONTIER INVESTMENT MGMT CO | 246,572 | 6,142,000 | 57.29% | ||
| 2 | PARAMETRIC PORTFOLIO ASSOCIATES LLC | 74,858 | 1,871,000 | 17.45% | ||
| 3 | Addison Capital Co | 49,905 | 1,248,000 | 11.64% | ||
| 4 | AMERIPRISE FINANCIAL INC | 37,629 | 943,000 | 8.80% | ||
| 5 | HANCOCK WHITNEY CORP | 20,000 | 500,000 | 4.66% | ||
| 6 | Burt Wealth Advisors | 500 | 13,000 | 0.12% | ||
| 7 | MYCIO WEALTH PARTNERS, LLC | 126 | 3,000 | 0.03% |
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.
