| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WEALTHPLAN PARTNERS, LLC | 557,013 | 14,677,305 | 94.78% | ||
| 2 | GOFEN & GLOSSBERG LLC /IL/ | 30,671 | 808,000 | 5.22% |
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.
