| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Zhang Financial LLC | 149,643 | 1,486,000 | 72.75% | ||
| 2 | CT Financial Advisors LLC | 33,389 | 331,551 | 16.23% | ||
| 3 | Bank OZK | 22,612 | 225,000 | 11.02% |
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.
