| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 1,425,874 | 15,356,664 | 89.05% | ||
| 2 | TRADITION CAPITAL MANAGEMENT LLC | 175,379 | 1,888,000 | 10.95% |
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.
