| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 154,434 | 7,887,000 | 84.45% | ||
| 2 | CT Financial Advisors LLC | 19,805 | 1,011,460 | 10.83% | ||
| 3 | Private Capital Advisors, Inc. | 7,874 | 402,000 | 4.30% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 766 | 39,133 | 0.42% |
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.
