| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IFC Holdings Incorporated/FL | 135,331 | 181,000 | 72.11% | ||
| 2 | VANGUARD GROUP INC | 49,349 | 65,000 | 25.90% | ||
| 3 | Creative Planning | 2,734 | 4,000 | 1.59% | ||
| 4 | BlackRock Finance, Inc. | 908 | 1,000 | 0.40% | ||
| 5 | DEUTSCHE BANK AG\ | 110 | 0 | 0.00% | ||
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 34 | 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.
