| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 1,573,312 | 17,196,301 | 95.01% | ||
| 2 | PARKER INVESTMENT MANAGEMENT, LLC | 29,862 | 326,000 | 1.80% | ||
| 3 | Stelac Advisory Services LLC | 23,635 | 258,000 | 1.43% | ||
| 4 | Maryland Capital Management | 17,563 | 192,000 | 1.06% | ||
| 5 | DAVIS R M INC | 11,736 | 128,000 | 0.71% |
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.
