| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANCHOR INVESTMENT MANAGEMENT, LLC | 375 | 8,839 | 77.64% | ||
| 2 | SUTTON WEALTH ADVISORS INC. | 76 | 1,791 | 15.73% | ||
| 3 | WEST PACES ADVISORS INC. | 32 | 754 | 6.62% |
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.