| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 117,726 | 3,724,853 | 85.47% | ||
| 2 | APPLETON PARTNERS INC/MA | 19,996 | 633,000 | 14.53% |
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.