| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SARGENT BICKHAM LAGUDIS LLC | 15,049 | 191,000 | 58.58% | ||
| 2 | Cassaday & Co Inc. | 1,133 | 72,000 | 22.08% | ||
| 3 | ANCHOR INVESTMENT MANAGEMENT, LLC | 3,800 | 48,298 | 14.81% | ||
| 4 | SUTTON WEALTH ADVISORS INC. | 1,159 | 14,731 | 4.52% |
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.
