| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 96,074 | 1,047,210 | 82.19% | ||
| 2 | Bank OZK | 20,560 | 224,000 | 17.58% | ||
| 3 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 258 | 3,000 | 0.24% |
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.
