| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 15,311 | 273,756 | 83.93% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 2,877 | 51,433 | 15.77% | ||
| 3 | GLENMEDE TRUST CO NA | 75 | 1,000 | 0.31% |
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.
