| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 255,487 | 18,464,000 | 75.77% | ||
| 2 | B. Riley Wealth Advisors, Inc. | 4,900 | 5,903,000 | 24.23% |
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.
