| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TELEMUS CAPITAL, LLC | 226,693 | 6,073,000 | 82.79% | ||
| 2 | Janney Montgomery Scott LLC | 33,952 | 909,579 | 12.40% | ||
| 3 | LPL Financial LLC | 13,163 | 353,000 | 4.81% |
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.
