| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 1,821 | 18,354 | 3.60% | ||
| 2 | Buffington Mohr McNeal | 10,654 | 107,000 | 20.97% | ||
| 3 | WEDGEWOOD INVESTORS INC /PA/ | 38,207 | 385,000 | 75.44% |
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.
