| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jaffetilchin Investment Partners, LLC | 27,365 | 162,000 | 56.84% | ||
| 2 | Creative Planning | 12,260 | 72,000 | 25.26% | ||
| 3 | MORGAN STANLEY | 6,610 | 39,000 | 13.68% | ||
| 4 | Tower Research Capital LLC (TRC) | 1,201 | 7,000 | 2.46% | ||
| 5 | BlackRock Investment Management, LLC | 825 | 5,000 | 1.75% | ||
| 6 | UBS Group AG | 21 | 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.
