| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | UBS Group AG | 20,000 | 11,000 | 64.71% | ||
| 2 | Creative Planning | 11,320 | 6,000 | 35.29% | ||
| 3 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 17 | 0 | 0.00% | ||
| 4 | ADVISOR GROUP, INC. | 400 | 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.
