| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BOSTON FINANCIAL MANGEMENT LLC | 30,138 | 325,000 | 37.11% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 26,432 | 284,676 | 32.51% | ||
| 3 | Buffington Mohr McNeal | 13,416 | 144,000 | 16.44% | ||
| 4 | Benchmark Capital Advisors | 10,073 | 108,000 | 12.33% | ||
| 5 | MOTCO | 1,324 | 14,000 | 1.60% |
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.
