| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FULTON BANK, N.A. | 21,123 | 571,000 | 61.84% | ||
| 2 | First American Bank | 12,200 | 330,000 | 35.74% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 827 | 22,337 | 2.42% |
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.
