| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANCHOR INVESTMENT MANAGEMENT, LLC | 164,468 | 4,871,530 | 56.94% | ||
| 2 | SARGENT BICKHAM LAGUDIS LLC | 81,883 | 2,425,000 | 28.34% | ||
| 3 | SUTTON WEALTH ADVISORS INC. | 27,912 | 826,753 | 9.66% | ||
| 4 | CORRIGAN FINANCIAL, INC. | 14,617 | 432,955 | 5.06% |
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.