| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 16,380 | 630,000 | 60.11% | ||
| 2 | Orange Investment Advisors, Inc. | 9,248 | 356,000 | 33.97% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,621 | 62,000 | 5.92% |
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.
