| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Iowa State Bank | 183 | 2,000 | 37.76% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 310 | 3,296 | 62.24% |
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.