| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TELEMUS CAPITAL, LLC | 288,944 | 7,004,000 | 98.10% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 5,595 | 135,631 | 1.90% |
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.
