| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CCM INVESTMENT ADVISERS LLC | 147,188 | 2,640,000 | 56.82% | ||
| 2 | CT Financial Advisors LLC | 100,893 | 1,810,023 | 38.96% | ||
| 3 | ALBION FINANCIAL GROUP /UT | 10,933 | 196,000 | 4.22% |
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.
