| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 2,244 | 22,689 | 54.42% | ||
| 2 | GLENMEDE TRUST CO NA | 1,949 | 19,000 | 45.58% |
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.