| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SARGENT BICKHAM LAGUDIS LLC | 22,900 | 291,000 | 65.40% | ||
| 2 | Cassaday & Co Inc. | 1,133 | 72,000 | 16.18% | ||
| 3 | ANCHOR INVESTMENT MANAGEMENT, LLC | 5,300 | 67,257 | 15.12% | ||
| 4 | SUTTON WEALTH ADVISORS INC. | 1,159 | 14,708 | 3.31% |
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.
