| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 24,376 | 699,000 | 67.67% | ||
| 2 | DONALDSON CAPITAL MANAGEMENT, LLC | 7,105 | 204,000 | 19.75% | ||
| 3 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 4,519 | 130,000 | 12.58% |
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.
