| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,357,984 | 14,164,000 | 47.94% | ||
| 2 | HIGH POINT BANK & TRUST CO | 1,234,487 | 12,888,000 | 43.62% | ||
| 3 | Broderick Brian C | 238,909 | 2,494,000 | 8.44% |
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.