| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TELEMUS CAPITAL, LLC | 1,060,327 | 16,382,000 | 94.41% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 62,739 | 969,312 | 5.59% |
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.