| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 75,089 | 785,000 | 98.30% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 1,293 | 13,537 | 1.70% |
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.
