| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 2,843 | 26,409 | 84.08% | ||
| 2 | Hartford Financial Management Inc. | 467 | 4,000 | 12.74% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 101 | 1,000 | 3.18% |
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.
