| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SUTTON WEALTH ADVISORS INC. | 3,086 | 206,669 | 78.09% | ||
| 2 | SARGENT BICKHAM LAGUDIS LLC | 869 | 58,000 | 21.91% |
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.
