| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 331,804 | 8,311,678 | 91.53% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 30,671 | 768,000 | 8.46% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 51 | 1,000 | 0.01% |
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.
