| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 67,218 | 670,832 | 52.25% | ||
| 2 | Freedom Investment Management, Inc. | 38,781 | 387,000 | 30.14% | ||
| 3 | Bank OZK | 22,612 | 226,000 | 17.60% |
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.