| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 94,300 | 2,207,000 | 58.54% | ||
| 2 | Aviance Capital Partners, LLC | 36,300 | 849,000 | 22.52% | ||
| 3 | Carroll Financial Associates, Inc. | 17,900 | 419,000 | 11.11% | ||
| 4 | Jaffetilchin Investment Partners, LLC | 10,720 | 251,000 | 6.66% | ||
| 5 | AMERICAN INTERNATIONAL GROUP, INC. | 1,500 | 35,100 | 0.93% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 300 | 7,000 | 0.19% | ||
| 7 | CENTRAL TRUST Co | 92 | 2,000 | 0.05% |
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.
