| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jolley Asset Management, LLC | 1,245 | 90,000 | 1.20% | ||
| 2 | J.P. Morgan Private Wealth Advisors LLC | 3,049 | 221,000 | 2.95% | ||
| 3 | CrestPoint Capital Management, LLC | 3,600 | 261,000 | 3.48% | ||
| 4 | CATAWBA CAPITAL MANAGEMENT /VA | 3,884 | 281,000 | 3.75% | ||
| 5 | Veritable, L.P. | 4,188 | 303,000 | 4.04% | ||
| 6 | RONALD BLUE & CO LLC | 4,264 | 309,000 | 4.12% | ||
| 7 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | 5,748 | 435,000 | 5.80% | ||
| 8 | FRANKLIN STREET ADVISORS INC /NC | 9,139 | 661,000 | 8.82% | ||
| 9 | Colonial Trust Advisors | 11,701 | 847,000 | 11.30% | ||
| 10 | KCM INVESTMENT ADVISORS LLC | 12,574 | 910,000 | 12.14% | ||
| 11 | Parsec Financial Management, Inc. | 13,845 | 1,002,000 | 13.37% | ||
| 12 | World Asset Management Inc | 14,753 | 1,068,000 | 14.25% | ||
| 13 | THOMAS STORY & SON LLC | 15,329 | 1,109,000 | 14.79% |
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.
