| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Archford Capital Strategies, LLC | 450 | 1,000 | 92.68% | ||
| 2 | Patten Group, Inc. | 225 | 78 | 7.23% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 2 | 1 | 0.09% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 415 | 0 | 0.00% | ||
| 5 | TRUST CO OF VERMONT | 300 | 0 | 0.00% |
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.
