| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IFP ADVISORS, INC | 2,985 | 28,000 | 2.84% | ||
| 2 | Geneva Advisors, LLC | 42,500 | 401,000 | 40.63% | ||
| 3 | LAUREL WEALTH ADVISORS, INC. | 59,270 | 558,000 | 56.53% |
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.
