| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 641 | 34,000 | 8.65% | ||
| 2 | MERITAGE PORTFOLIO MANAGEMENT | 6,772 | 359,000 | 91.35% |
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.