| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEST PACES ADVISORS INC. | 513 | 68,203 | 87.10% | ||
| 2 | SUTTON WEALTH ADVISORS INC. | 76 | 10,104 | 12.90% |
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.