| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 15,138 | 266,273 | 81.11% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 2,844 | 50,027 | 15.24% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 684 | 12,000 | 3.66% |
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.
