| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GLENMEDE TRUST CO NA | 158 | 2,000 | 0.04% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 356,482 | 5,115,512 | 99.96% |
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.