| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 1,187 | 111,739 | 14.64% | ||
| 2 | TOWER BRIDGE ADVISORS | 2,373 | 223,479 | 29.28% | ||
| 3 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4,542 | 428,000 | 56.08% |
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.
