| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 116,557 | 1,305,435 | 60.42% | ||
| 2 | Freedom Investment Management, Inc. | 55,760 | 625,000 | 28.93% | ||
| 3 | Bank OZK | 20,560 | 230,000 | 10.65% |
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.
