| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CREATIVE FINANCIAL DESIGNS INC /ADV | 10 | 0 | 0.00% | ||
| 2 | WEST PACES ADVISORS INC. | 265 | 9,280 | 19.22% | ||
| 3 | PFLUG KOORY, LLC | 550 | 19,000 | 39.35% | ||
| 4 | VERSANT CAPITAL MANAGEMENT, INC | 594 | 20,000 | 41.43% |
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.
