| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 36,505 | 24,000 | 88.89% | ||
| 2 | Geduld E E | 157,798 | 2,000 | 7.41% | ||
| 3 | Virtu KCG Holdings LLC | 44,640 | 1,000 | 3.70% | ||
| 4 | UBS Group AG | 2,167 | 0 | 0.00% | ||
| 5 | B. Riley Wealth Advisors, Inc. | 225 | 0 | 0.00% | ||
| 6 | BLAIR WILLIAM & CO/IL | 24,600 | 0 | 0.00% | ||
| 7 | MORGAN STANLEY | 23,800 | 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.
