| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 27,643 | 680,847 | 41.85% | ||
| 2 | CT Financial Advisors LLC | 27,168 | 669,148 | 41.13% | ||
| 3 | ROTHSCHILD INVESTMENT LLC /IL | 11,265 | 277,000 | 17.03% |
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.
