| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lincoln Capital LLC | 4,818 | 3,076,000 | 52.38% | ||
| 2 | Checchi Capital Advisers, LLC | 1,998 | 1,275,000 | 21.71% | ||
| 3 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 1,541 | 984,000 | 16.75% | ||
| 4 | Lourd Capital, LLC | 842 | 538,000 | 9.16% |
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.
