| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PINKERTON WEALTH, LLC | 101,063 | 727,000 | 73.63% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 36,172 | 260,360 | 26.37% |
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.
