| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Tarbox Family Office, Inc. | 92 | 4,000 | 50.00% | ||
| 2 | Advisory Services Network, LLC | 50 | 2,000 | 25.00% | ||
| 3 | Carroll Financial Associates, Inc. | 67 | 2,000 | 25.00% | ||
| 4 | NewSquare Capital LLC | 0 | 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.
