| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jaffetilchin Investment Partners, LLC | 29,054 | 10,000 | 35.71% | ||
| 2 | Virtu KCG Holdings LLC | 15,468 | 8,000 | 28.57% | ||
| 3 | Creative Planning | 15,812 | 7,000 | 25.00% | ||
| 4 | WELLS FARGO & COMPANY/MN | 7,440 | 3,000 | 10.71% |
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.
