| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 24,617 | 946,000 | 52.04% | ||
| 2 | Buffington Mohr McNeal | 22,265 | 872,000 | 47.96% |
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.
