| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Checchi Capital Advisers, LLC | 2,047 | 1,245,000 | 58.01% | ||
| 2 | Lincoln Capital LLC | 858 | 522,000 | 24.32% | ||
| 3 | Lourd Capital, LLC | 603 | 367,000 | 17.10% | ||
| 4 | BUTENSKY & COHEN FINANCIAL SECURITY, INC | 20 | 12,000 | 0.56% |
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.
