| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Crosspoint Capital Strategies, LLC | 107 | 2,000 | 0.20% | ||
| 2 | IFP ADVISORS, INC | 234 | 5,000 | 0.49% | ||
| 3 | MORGAN STANLEY | 580 | 12,000 | 1.17% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,189 | 24,000 | 2.34% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 5,785 | 117,000 | 11.41% | ||
| 6 | Creative Planning | 42,712 | 865,000 | 84.39% |
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.
