| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Freedom Investment Management, Inc. | 74,989 | 1,809,000 | 98.53% | ||
| 2 | IFP ADVISORS, INC | 686 | 17,000 | 0.93% | ||
| 3 | ROYAL BANK OF CANADA | 200 | 5,000 | 0.27% | ||
| 4 | Creative Planning | 200 | 5,000 | 0.27% | ||
| 5 | CREATIVE FINANCIAL DESIGNS INC /ADV | 17 | 0 | 0.00% |
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.
