| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 118,629 | 1,328,647 | 56.57% | ||
| 2 | Freedom Investment Management, Inc. | 70,508 | 790,000 | 33.64% | ||
| 3 | Bank OZK | 20,560 | 230,000 | 9.79% |
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.
