| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SARGENT BICKHAM LAGUDIS LLC | 23,812 | 260,000 | 62.45% | ||
| 2 | Cassaday & Co Inc. | 1,133 | 62,000 | 14.89% | ||
| 3 | ANCHOR INVESTMENT MANAGEMENT, LLC | 5,650 | 61,702 | 14.82% | ||
| 4 | SUTTON WEALTH ADVISORS INC. | 2,990 | 32,651 | 7.84% |
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.
