| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | STRATEGIC WEALTH MANAGEMENT INC | 159,689 | 3,119,000 | 62.16% | ||
| 2 | WEDGEWOOD INVESTORS INC /PA/ | 91,528 | 1,788,000 | 35.63% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 5,685 | 111,036 | 2.21% |
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.
