| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 4,493 | 52,028 | 98.11% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 46 | 1,000 | 1.89% |
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.
