| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SUTTON WEALTH ADVISORS INC. | 580 | 77,366 | 37.79% | ||
| 2 | C-J ADVISORY, INC. | 325 | 43,000 | 21.00% | ||
| 3 | SARGENT BICKHAM LAGUDIS LLC | 218 | 29,000 | 14.17% | ||
| 4 | WEST PACES ADVISORS INC. | 215 | 28,679 | 14.01% | ||
| 5 | ANCHOR INVESTMENT MANAGEMENT, LLC | 200 | 26,678 | 13.03% |
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.
