| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Sequent Asset Management, LLC | 5,207 | 308,000 | 38.12% | ||
| 2 | Buffington Mohr McNeal | 4,870 | 288,000 | 35.64% | ||
| 3 | TRADITION CAPITAL MANAGEMENT LLC | 3,584 | 212,000 | 26.24% |
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.
