| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 12,985 | 519,158 | 66.67% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 5,049 | 202,000 | 25.94% | ||
| 3 | GLENMEDE TRUST CO NA | 1,135 | 45,000 | 5.78% | ||
| 4 | CT Financial Advisors LLC | 313 | 12,528 | 1.61% |
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.
