| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 74,870 | 1,236,853 | 81.11% | ||
| 2 | RIVERBRIDGE PARTNERS LLC | 17,423 | 288,000 | 18.89% |
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.