| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 69,811 | 773,508 | 42.91% | ||
| 2 | FDx Advisors, Inc. | 50,000 | 554,000 | 30.73% | ||
| 3 | Bank OZK | 42,892 | 475,000 | 26.35% |
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.
