| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NewSquare Capital LLC | 1,820 | 25,000 | 43.86% | ||
| 2 | MORGAN STANLEY | 1,655 | 23,000 | 40.35% | ||
| 3 | Creative Planning | 650 | 9,000 | 15.79% | ||
| 4 | Parallax Volatility Advisers, L.P. | 1 | 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.
