| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRAY FINANCIAL GROUP /GA /ADV /ADV | 14,270 | 403,000 | 61.34% | ||
| 2 | L. Roy Papp & Associates, LLP | 9,000 | 254,000 | 38.66% |
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.
