| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | REILLY FINANCIAL ADVISORS, LLC | 38 | 0 | 0.00% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 8,992 | 82,276 | 26.10% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 11,325 | 104,000 | 32.99% | ||
| 4 | Buffington Mohr McNeal | 14,049 | 129,000 | 40.92% |
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.
