| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MOTCO | 3,991 | 39,000 | 29.55% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 9,479 | 92,992 | 70.45% |
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.