| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 196,838 | 848,374 | 73.11% | ||
| 2 | Foothills Asset Management, Ltd. | 46,052 | 198,000 | 17.06% | ||
| 3 | WEDGEWOOD INVESTORS INC /PA/ | 26,471 | 114,000 | 9.82% |
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.
