| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 58,420 | 1,399,000 | 70.76% | ||
| 2 | ENVESTNET ASSET MANAGEMENT INC | 22,793 | 546,000 | 27.62% | ||
| 3 | IFP ADVISORS, INC | 686 | 16,000 | 0.81% | ||
| 4 | UBS Group AG | 439 | 11,000 | 0.56% | ||
| 5 | Creative Planning | 200 | 5,000 | 0.25% |
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.
