| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 8,803 | 375,427 | 23.89% | ||
| 2 | First American Bank | 7,536 | 321,000 | 20.43% | ||
| 3 | OUTFITTER ADVISORS, LTD. | 5,965 | 254,000 | 16.16% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 5,855 | 250,000 | 15.91% | ||
| 5 | TELEMUS CAPITAL, LLC | 5,568 | 237,000 | 15.08% | ||
| 6 | REILLY FINANCIAL ADVISORS, LLC | 2,928 | 125,000 | 7.95% | ||
| 7 | HIGH POINT BANK & TRUST CO | 126 | 5,000 | 0.32% | ||
| 8 | AlphaMark Advisors, LLC | 97 | 4,000 | 0.25% |
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.
