| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 10,367 | 452,324 | 84.55% | ||
| 2 | REILLY FINANCIAL ADVISORS, LLC | 1,478 | 64,000 | 11.96% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 428 | 18,671 | 3.49% |
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.
