| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 137,832 | 1,864,874 | 98.59% | ||
| 2 | Patten Group, Inc. | 1,258 | 26,392 | 1.40% | ||
| 3 | CT Financial Advisors LLC | 23 | 315 | 0.02% |
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.
