| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Hartford Financial Management Inc. | 348,490 | 4,638,000 | 85.54% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 58,891 | 783,843 | 14.46% |
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.