| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 1,445,724 | 1,445,724 | 64.35% | ||
| 2 | McGowan Group Asset Management, Inc. | 733,749 | 734,000 | 32.67% | ||
| 3 | INTERACTIVE FINANCIAL ADVISORS, INC. | 67,382 | 67,000 | 2.98% | ||
| 4 | WEALTHPLAN PARTNERS, LLC | 0 | 0 | 0.00% |
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.
