| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 27,079 | 708,000 | 98.27% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 475 | 12,431 | 1.73% |
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.
