| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANCHOR INVESTMENT MANAGEMENT, LLC | 275 | 10,170 | 76.60% | ||
| 2 | SUTTON WEALTH ADVISORS INC. | 83 | 3,069 | 23.12% | ||
| 3 | WEST PACES ADVISORS INC. | 1 | 37 | 0.28% |
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.