| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hartford Financial Management Inc. | 312,548 | 4,238,000 | 97.08% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 9,399 | 127,447 | 2.92% |
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.