| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 5,612 | 329,743 | 46.18% | ||
| 2 | ROTHSCHILD INVESTMENT LLC /IL | 5,472 | 322,000 | 45.10% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 1,060 | 62,269 | 8.72% |
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.
