| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 23,661 | 764,000 | 98.96% | ||
| 2 | Vantage Investment Advisors, LLC | 200 | 6,000 | 0.78% | ||
| 3 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 60 | 2,000 | 0.26% |
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.