| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 249,950 | 4,499,000 | 62.18% | ||
| 2 | BUCKHEAD CAPITAL MANAGEMENT LLC | 109,535 | 1,979,000 | 27.35% | ||
| 3 | SignalPoint Asset Management, LLC | 30,864 | 558,000 | 7.71% | ||
| 4 | CROFT-LEOMINSTER INC | 11,100 | 200,000 | 2.76% |
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.
