| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 59,577 | 592,791 | 82.47% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 12,688 | 126,000 | 17.53% |
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.