| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 82,000 | 1,785,000 | 56.63% | ||
| 2 | Aviance Capital Partners, LLC | 22,600 | 492,002 | 15.61% | ||
| 3 | Carroll Financial Associates, Inc. | 17,300 | 377,000 | 11.96% | ||
| 4 | Virtu KCG Holdings LLC | 11,923 | 260,000 | 8.25% | ||
| 5 | Jaffetilchin Investment Partners, LLC | 10,542 | 230,000 | 7.30% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 300 | 7,000 | 0.22% | ||
| 7 | CENTRAL TRUST Co | 48 | 1,000 | 0.03% |
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.
