| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TELEMUS CAPITAL, LLC | 925,262 | 6,542,000 | 83.89% | ||
| 2 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 176,926 | 1,254,000 | 16.08% | ||
| 3 | WEALTHPLAN PARTNERS, LLC | 265 | 1,871 | 0.02% |
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.
