| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 160,922 | 1,397,000 | 97.15% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 4,720 | 40,971 | 2.85% |
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.