| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 189,823 | 825,729 | 87.78% | ||
| 2 | WEDGEWOOD INVESTORS INC /PA/ | 26,471 | 115,000 | 12.22% |
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.
