| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TELEMUS CAPITAL, LLC | 21,899 | 2,068,000 | 66.74% | ||
| 2 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 4,672 | 441,000 | 14.23% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 3,862 | 364,688 | 11.77% | ||
| 4 | TOWER BRIDGE ADVISORS | 2,373 | 224,073 | 7.23% | ||
| 5 | REILLY FINANCIAL ADVISORS, LLC | 5 | 1,000 | 0.03% |
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.
