| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANCHOR INVESTMENT MANAGEMENT, LLC | 168,249 | 5,316,681 | 50.15% | ||
| 2 | SARGENT BICKHAM LAGUDIS LLC | 81,584 | 2,578,000 | 24.32% | ||
| 3 | WEST PACES ADVISORS INC. | 42,846 | 1,353,938 | 12.77% | ||
| 4 | SUTTON WEALTH ADVISORS INC. | 27,912 | 882,019 | 8.32% | ||
| 5 | CORRIGAN FINANCIAL, INC. | 14,923 | 471,559 | 4.45% |
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.
