| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 2,095,345 | 2,095,345 | 84.46% | ||
| 2 | McGowan Group Asset Management, Inc. | 382,944 | 383,000 | 15.44% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 2,471 | 2,471 | 0.10% |
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.