| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Creative Planning | 124,300 | 2,615,000 | 53.31% | ||
| 2 | MORGAN STANLEY | 41,800 | 879,000 | 17.92% | ||
| 3 | Aviance Capital Partners, LLC | 36,035 | 758,000 | 15.45% | ||
| 4 | CAZ INVESTMENTS LP | 30,299 | 637,000 | 12.99% | ||
| 5 | Carroll Financial Associates, Inc. | 400 | 8,000 | 0.16% | ||
| 6 | PNC FINANCIAL SERVICES GROUP, INC. | 300 | 6,000 | 0.12% | ||
| 7 | CENTRAL TRUST Co | 92 | 2,000 | 0.04% | ||
| 8 | Parallax Volatility Advisers, L.P. | 1 | 0 | 0.00% |
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.
