| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 1,324 | 14,000 | 5.79% | ||
| 2 | Benchmark Capital Advisors | 10,103 | 109,000 | 45.04% | ||
| 3 | Buffington Mohr McNeal | 11,098 | 119,000 | 49.17% |
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.
