| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 4,567 | 84,480 | 36.33% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 3,773 | 70,000 | 30.10% | ||
| 3 | CT Financial Advisors LLC | 3,679 | 68,069 | 29.27% | ||
| 4 | MONROE BANK & TRUST/MI | 524 | 10,000 | 4.30% |
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.
