| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 1,060 | 59,143 | 6.94% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 4,186 | 234,000 | 27.45% | ||
| 3 | CT Financial Advisors LLC | 10,024 | 559,433 | 65.62% |
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.
