| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 14,708 | 135,608 | 36.30% | ||
| 2 | Buffington Mohr McNeal | 14,320 | 132,000 | 35.33% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 11,447 | 106,000 | 28.37% |
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.
