| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BBVA USA Bancshares, Inc. | 42,190 | 2,493,000 | 37.49% | ||
| 2 | Freedom Investment Management, Inc. | 33,034 | 1,952,000 | 29.35% | ||
| 3 | AMERIPRISE FINANCIAL INC | 25,438 | 1,501,000 | 22.57% | ||
| 4 | Blue Edge Capital, LLC | 11,079 | 654,658 | 9.84% | ||
| 5 | NEXT Financial Group, Inc | 886 | 50,000 | 0.75% |
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.
