| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANCHOR INVESTMENT MANAGEMENT, LLC | 176,013 | 5,245,185 | 50.91% | ||
| 2 | SARGENT BICKHAM LAGUDIS LLC | 84,303 | 2,512,000 | 24.38% | ||
| 3 | WEST PACES ADVISORS INC. | 42,708 | 1,272,703 | 12.35% | ||
| 4 | SUTTON WEALTH ADVISORS INC. | 27,912 | 831,778 | 8.07% | ||
| 5 | CORRIGAN FINANCIAL, INC. | 14,828 | 441,860 | 4.29% |
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.
