| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SUTTON WEALTH ADVISORS INC. | 46 | 2,752 | 4.86% | ||
| 2 | WEST PACES ADVISORS INC. | 201 | 12,024 | 21.23% | ||
| 3 | ANCHOR INVESTMENT MANAGEMENT, LLC | 700 | 41,874 | 73.92% |
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.