| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 8,193,368 | 8,193,000 | 83.98% | ||
| 2 | CT Financial Advisors LLC | 1,562,733 | 1,562,733 | 16.02% |
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.