| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 13,416 | 143,000 | 40.40% | ||
| 2 | Benchmark Capital Advisors | 10,043 | 107,000 | 30.23% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 5,479 | 59,000 | 16.67% | ||
| 4 | MOTCO | 4,212 | 45,000 | 12.71% |
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.
