| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 1,114 | 11,159 | 91.78% | ||
| 2 | INTERACTIVE FINANCIAL ADVISORS, INC. | 144 | 1,000 | 8.22% |
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.
