| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Estabrook Capital Management | 1,103 | 9,695 | 4.17% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 25,339 | 222,732 | 95.83% |
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.