| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Leonetti & Associates, LLC | 79,500 | 4,946,000 | 45.86% | ||
| 2 | Constellation Wealth Advisors, LLC | 72,150 | 4,488,000 | 41.62% | ||
| 3 | World Asset Management Inc | 11,454 | 713,000 | 6.61% | ||
| 4 | REYNOLDS CAPITAL MANAGEMENT LLC | 6,000 | 373,000 | 3.46% | ||
| 5 | Veritable, L.P. | 4,247 | 264,000 | 2.45% |
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.
