| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANCHOR INVESTMENT MANAGEMENT, LLC | 161,163 | 5,123,377 | 58.06% | ||
| 2 | SARGENT BICKHAM LAGUDIS LLC | 73,421 | 2,334,000 | 26.45% | ||
| 3 | SUTTON WEALTH ADVISORS INC. | 28,124 | 894,062 | 10.13% | ||
| 4 | CORRIGAN FINANCIAL, INC. | 14,878 | 472,958 | 5.36% |
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.
