| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 119,466 | 1,298,596 | 55.53% | ||
| 2 | Freedom Investment Management, Inc. | 75,962 | 826,000 | 35.32% | ||
| 3 | Bank OZK | 19,651 | 214,000 | 9.15% |
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.
