| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 3,454 | 58,412 | 11.08% | ||
| 2 | Buffington Mohr McNeal | 9,400 | 159,000 | 30.15% | ||
| 3 | Fisher Asset Management, LLC | 18,328 | 310,000 | 58.78% |
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.
