| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 6,343 | 63,108 | 0.64% | ||
| 2 | LPL Financial LLC | 10,905 | 108,000 | 1.09% | ||
| 3 | SOMERVILLE KURT F | 29,728 | 295,000 | 2.98% | ||
| 4 | MOTCO | 947,348 | 9,426,000 | 95.29% |
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.
