| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | OLD MISSION CAPITAL LLC | 54,775 | 886,000 | 45.76% | ||
| 2 | WEALTHSOURCE PARTNERS, LLC | 26,400 | 427,000 | 22.06% | ||
| 3 | IFP ADVISORS, INC | 23,349 | 378,000 | 19.52% | ||
| 4 | GRIMES & Co WEALTH MANAGEMENT, LLC | 15,160 | 245,000 | 12.65% |
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.
