| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 11,419 | 64,060 | 90.15% | ||
| 2 | QCI ASSET MANAGEMENT INC/NY | 1,278 | 7,000 | 9.85% |
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.
