| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 1,827 | 52,000 | 46.01% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 1,476 | 41,849 | 37.03% | ||
| 3 | CT Financial Advisors LLC | 676 | 19,164 | 16.96% |
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.
