| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 23,569 | 777,000 | 96.82% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 743 | 24,501 | 3.05% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 18 | 1,000 | 0.12% |
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.
