| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GW HENSSLER & ASSOCIATES LTD | 15,300 | 18,000 | 58.06% | ||
| 2 | Cornerstone Investment Partners, LLC | 11,000 | 13,000 | 41.94% |
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.
