| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 2,622 | 55,639 | 53.89% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 2,243 | 47,602 | 46.11% |
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.