| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 24,005 | 655,000 | 72.83% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 8,340 | 228,000 | 25.35% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 600 | 16,362 | 1.82% |
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.
