| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ANCHOR INVESTMENT MANAGEMENT, LLC | 2,455 | 273,168 | 92.50% | ||
| 2 | SUTTON WEALTH ADVISORS INC. | 170 | 18,916 | 6.41% | ||
| 3 | WEST PACES ADVISORS INC. | 29 | 3,227 | 1.09% |
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.
