| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANCHOR INVESTMENT MANAGEMENT, LLC | 162,088 | 5,102,523 | 57.37% | ||
| 2 | SARGENT BICKHAM LAGUDIS LLC | 78,365 | 2,467,000 | 27.74% | ||
| 3 | SUTTON WEALTH ADVISORS INC. | 27,579 | 868,187 | 9.76% | ||
| 4 | CORRIGAN FINANCIAL, INC. | 14,499 | 456,424 | 5.13% |
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.
