| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jaffetilchin Investment Partners, LLC | 29,054 | 14,000 | 51.85% | ||
| 2 | Creative Planning | 15,812 | 8,000 | 29.63% | ||
| 3 | WELLS FARGO & COMPANY/MN | 7,440 | 4,000 | 14.81% | ||
| 4 | UBS Group AG | 1,540 | 1,000 | 3.70% |
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.
