| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 15,005 | 85,526 | 53.48% | ||
| 2 | WEDGEWOOD INVESTORS INC /PA/ | 10,225 | 58,000 | 36.27% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 2,878 | 16,406 | 10.26% |
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.
