| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 1 | 5 | 0.03% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 1,838 | 15,184 | 99.97% |
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.