| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HIGH POINT BANK & TRUST CO | 55,858 | 1,690,000 | 66.11% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 12,625 | 382,036 | 14.94% | ||
| 3 | OUTFITTER ADVISORS, LTD. | 7,843 | 237,000 | 9.27% | ||
| 4 | CARRET ASSET MANAGEMENT, LLC | 7,155 | 217,000 | 8.49% | ||
| 5 | CT Financial Advisors LLC | 1,000 | 30,260 | 1.18% |
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.
