| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 15,053 | 547,162 | 83.15% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 3,051 | 110,919 | 16.85% |
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.