| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 188,881 | 6,815,000 | 97.10% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 5,635 | 203,325 | 2.90% |
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.