| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | D L CARLSON INVESTMENT GROUP INC | 78,525 | 2,470,000 | 59.08% | ||
| 2 | Avalon Investment & Advisory | 38,269 | 1,204,000 | 28.80% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 15,879 | 500,000 | 11.96% | ||
| 4 | Jolley Asset Management, LLC | 180 | 6,000 | 0.14% | ||
| 5 | QUADRANT CAPITAL GROUP LLC | 41 | 1,000 | 0.02% |
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.
