| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jaffetilchin Investment Partners, LLC | 27,042 | 56,000 | 62.92% | ||
| 2 | Creative Planning | 15,812 | 33,000 | 37.08% |
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.
