| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CT Financial Advisors LLC | 672 | 21,634 | 1.34% | ||
| 2 | TELEMUS CAPITAL, LLC | 45,292 | 1,593,000 | 98.66% |
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.