| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 584,870 | 5,697,000 | 94.17% | ||
| 2 | LPL Financial LLC | 31,776 | 306,000 | 5.06% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 4,205 | 40,960 | 0.68% | ||
| 4 | TRUST CO OF VERMONT | 659 | 6,000 | 0.10% |
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.
