| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANCHOR INVESTMENT MANAGEMENT, LLC | 2,200 | 128,326 | 72.52% | ||
| 2 | SUTTON WEALTH ADVISORS INC. | 388 | 22,632 | 12.79% | ||
| 3 | C-J ADVISORY, INC. | 307 | 18,000 | 10.17% | ||
| 4 | PFLUG KOORY, LLC | 78 | 5,000 | 2.83% | ||
| 5 | EDGE ADVISORS, LLC | 45 | 2,000 | 1.13% | ||
| 6 | CREATIVE FINANCIAL DESIGNS INC /ADV | 12 | 1,000 | 0.57% |
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.
