| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jaffetilchin Investment Partners, LLC | 29,054 | 17,000 | 45.95% | ||
| 2 | Creative Planning | 15,812 | 9,000 | 24.32% | ||
| 3 | CITIGROUP INC | 11,354 | 7,000 | 18.92% | Call | |
| 4 | WELLS FARGO & COMPANY/MN | 7,440 | 4,000 | 10.81% |
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.
