| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 513 | 9,000 | 53.33% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 462 | 7,875 | 46.67% |
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.