| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SARGENT BICKHAM LAGUDIS LLC | 13,448 | 169,000 | 55.87% | ||
| 2 | Cassaday & Co Inc. | 1,133 | 71,000 | 23.47% | ||
| 3 | ANCHOR INVESTMENT MANAGEMENT, LLC | 3,800 | 47,880 | 15.83% | ||
| 4 | SUTTON WEALTH ADVISORS INC. | 1,159 | 14,603 | 4.83% |
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.
