| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Endurance Wealth Management, Inc. | 800 | 30,000 | 78.95% | ||
| 2 | Tarbox Family Office, Inc. | 106 | 4,000 | 10.53% | ||
| 3 | Carroll Financial Associates, Inc. | 67 | 2,000 | 5.26% | ||
| 4 | Advisory Services Network, LLC | 50 | 2,000 | 5.26% |
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.
