| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 179,662 | 388,070 | 49.43% | ||
| 2 | Freedom Investment Management, Inc. | 157,773 | 341,000 | 43.44% | ||
| 3 | Arvest Bank Trust Division | 26,066 | 56,000 | 7.13% |
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.