| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RPG FAMILY WEALTH ADVISORY, LLC | 43,240 | 1,153,643 | 69.26% | ||
| 2 | FRANKLIN RESOURCES INC | 9,875 | 264,000 | 15.85% | ||
| 3 | LPL Financial LLC | 9,301 | 246,000 | 14.77% | ||
| 4 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 76 | 2,000 | 0.12% |
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.
