| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 11,086 | 153,000 | 47.96% | ||
| 2 | MOTCO | 10,088 | 140,000 | 43.89% | ||
| 3 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 1,801 | 25,000 | 7.84% | ||
| 4 | QCI ASSET MANAGEMENT INC/NY | 108 | 1,000 | 0.31% |
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.
