| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 168,272 | 1,813,967 | 89.05% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 20,719 | 223,000 | 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.