| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 92,495 | 1,257,000 | 93.28% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 6,656 | 90,517 | 6.72% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 30 | 0 | 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.
