| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 787 | 39,361 | 47.36% | ||
| 2 | CT Financial Advisors LLC | 575 | 28,749 | 34.59% | ||
| 3 | Ledyard National Bank | 175 | 9,000 | 10.83% | ||
| 4 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 119 | 6,000 | 7.22% |
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.
