| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FDx Advisors, Inc. | 15,300 | 720,000 | 34.00% | ||
| 2 | CT Financial Advisors LLC | 10,072 | 474,782 | 22.42% | ||
| 3 | OUTFITTER ADVISORS, LTD. | 8,038 | 379,000 | 17.90% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 5,855 | 276,000 | 13.03% | ||
| 5 | TELEMUS CAPITAL, LLC | 5,568 | 262,000 | 12.37% | ||
| 6 | HIGH POINT BANK & TRUST CO | 126 | 6,000 | 0.28% |
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.
