| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 324 | 14,016 | 0.76% | ||
| 2 | GLENMEDE TRUST CO NA | 3,518 | 152,000 | 8.23% | ||
| 3 | Buffington Mohr McNeal | 18,100 | 783,000 | 42.37% | ||
| 4 | LPL Financial LLC | 21,149 | 899,000 | 48.65% |
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.
