| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CATAWBA CAPITAL MANAGEMENT /VA | 1,723 | 224,000 | 96.63% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 49 | 6,305 | 2.72% | ||
| 3 | CT Financial Advisors LLC | 12 | 1,514 | 0.65% |
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.
