| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Buffington Mohr McNeal | 18,293 | 517,000 | 53.91% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 8,340 | 236,000 | 24.61% | ||
| 3 | GOFEN & GLOSSBERG LLC /IL/ | 7,296 | 206,000 | 21.48% |
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.
