| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEST PACES ADVISORS INC. | 142 | 1,042 | 7.99% | ||
| 2 | SUTTON WEALTH ADVISORS INC. | 182 | 1,336 | 10.24% | ||
| 3 | ANCHOR INVESTMENT MANAGEMENT, LLC | 500 | 3,670 | 28.13% | ||
| 4 | SARGENT BICKHAM LAGUDIS LLC | 1,000 | 7,000 | 53.65% |
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.
