| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 13,079 | 132,000 | 87.85% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 1,810 | 18,262 | 12.15% |
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.