| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TELEMUS CAPITAL, LLC | 58,427 | 735,000 | 63.32% | ||
| 2 | WEALTHPLAN PARTNERS, LLC | 17,396 | 218,842 | 18.85% | ||
| 3 | ADVOCACY WEALTH MANAGEMENT SERVICES, LLC | 16,107 | 203,000 | 17.49% | ||
| 4 | MOTCO | 331 | 4,000 | 0.34% |
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.
