| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 841 | 73,471 | 5.63% | ||
| 2 | CT Financial Advisors LLC | 4,964 | 433,481 | 33.24% | ||
| 3 | CATAWBA CAPITAL MANAGEMENT /VA | 9,131 | 797,000 | 61.12% |
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.
