| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 1,751,618 | 20,826,741 | 99.01% | ||
| 2 | Foothills Asset Management, Ltd. | 17,577 | 209,000 | 0.99% |
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.
