| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BB&T SECURITIES, LLC | 3,433 | 389,000 | 38.06% | ||
| 2 | BECK MACK & OLIVER LLC | 3,413 | 387,000 | 37.87% | ||
| 3 | CT Financial Advisors LLC | 1,774 | 200,986 | 19.67% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 397 | 44,957 | 4.40% |
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.
