| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | SIGNATUREFD, LLC | 408 | 37,000 | 80.43% | ||
| 2 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 55 | 5,000 | 10.87% | ||
| 3 | Creative Planning | 50 | 4,000 | 8.70% |
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.
