| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jaffetilchin Investment Partners, LLC | 28,754 | 13,000 | 44.83% | ||
| 2 | Creative Planning | 15,812 | 7,000 | 24.14% | ||
| 3 | Virtu KCG Holdings LLC | 13,387 | 6,000 | 20.69% | ||
| 4 | WELLS FARGO & COMPANY/MN | 7,420 | 3,000 | 10.34% |
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.
