| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 24,305 | 671,000 | 73.98% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 8,551 | 236,000 | 26.02% |
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.
