| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | LADENBURG THALMANN FINANCIAL SERVICES INC. | 1,500 | 1,000 | 25.00% | ||
| 2 | Gradient Investments LLC | 2,000 | 1,000 | 25.00% | ||
| 3 | Creative Planning | 3,150 | 2,000 | 50.00% |
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.
