| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SUTTON WEALTH ADVISORS INC. | 580 | 84,964 | 38.49% | ||
| 2 | C-J ADVISORY, INC. | 291 | 43,000 | 19.48% | ||
| 3 | SARGENT BICKHAM LAGUDIS LLC | 218 | 32,000 | 14.50% | ||
| 4 | WEST PACES ADVISORS INC. | 215 | 31,495 | 14.27% | ||
| 5 | ANCHOR INVESTMENT MANAGEMENT, LLC | 200 | 29,298 | 13.27% |
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.
