| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LaFleur & Godfrey LLC | 14,422 | 257,000 | 34.79% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 26,999 | 481,670 | 65.21% |
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.