| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SUTTON WEALTH ADVISORS INC. | 3,095 | 94,707 | 75.94% | ||
| 2 | SARGENT BICKHAM LAGUDIS LLC | 978 | 30,000 | 24.06% |
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.
