| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | First American Bank | 60,956 | 986,000 | 96.74% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 2,057 | 33,269 | 3.26% |
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.