| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 20,822 | 914,900 | 74.39% | ||
| 2 | Private Capital Advisors, Inc. | 6,886 | 303,000 | 24.64% | ||
| 3 | MOTCO | 197 | 9,000 | 0.73% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 66 | 2,887 | 0.23% |
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.
