| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 26,262 | 1,031,000 | 54.90% | ||
| 2 | Buffington Mohr McNeal | 21,606 | 847,000 | 45.10% |
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.