| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Coe Capital Management, LLC | 8,735 | 1,104,000 | 42.20% | ||
| 2 | World Asset Management Inc | 4,215 | 533,000 | 20.37% | ||
| 3 | BALDWIN WEALTH PARTNERS LLC/MA | 3,145 | 397,000 | 15.18% | ||
| 4 | LEAVELL INVESTMENT MANAGEMENT, INC. | 2,800 | 354,000 | 13.53% | ||
| 5 | Cetera Advisors LLC | 1,800 | 228,000 | 8.72% |
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.
