| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 22,494 | 237,311 | 64.78% | ||
| 2 | FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | 12,264 | 129,000 | 35.22% |
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.
