| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | MSI Financial Services Inc | 6,234 | 89,000 | 58.97% | ||
| 2 | AMERICAN INTERNATIONAL GROUP, INC. | 2,249 | 31,936 | 21.16% | ||
| 3 | WFG Advisors, LP | 2,050 | 29,000 | 19.21% | ||
| 4 | Creative Planning | 100 | 1,000 | 0.66% |
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.
