| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 191,638 | 5,224,000 | 90.16% | ||
| 2 | FDx Advisors, Inc. | 20,900 | 570,000 | 9.84% |
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.
