| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 39,870 | 503,952 | 51.43% | ||
| 2 | 1834 INVESTMENT ADVISORS CO | 33,000 | 417,000 | 42.55% | ||
| 3 | MOTCO | 4,672 | 59,000 | 6.02% |
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.
