| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 954,646 | 10,807,000 | 94.06% | ||
| 2 | Freedom Investment Management, Inc. | 60,205 | 682,000 | 5.94% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 47 | 533 | 0.00% |
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.
