| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 318 | 8,233 | 89.17% | ||
| 2 | INTERACTIVE FINANCIAL ADVISORS, INC. | 27 | 1,000 | 10.83% |
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.
