| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TELEMUS CAPITAL, LLC | 89,643 | 2,304,000 | 98.68% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 1,197 | 30,755 | 1.32% |
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.