| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Stelac Advisory Services LLC | 21,835 | 242,000 | 85.72% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 3,634 | 40,306 | 14.28% |
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.