| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | First American Bank | 99,878 | 6,733,000 | 99.75% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 246 | 16,601 | 0.25% |
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.
