| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Burt Wealth Advisors | 630 | 1,000 | 100.00% | ||
| 2 | BADGLEY PHELPS & BELL INC | 50,000 | 0 | 0.00% | ||
| 3 | Stillwater Capital Advisors, LLC | 30,164 | 0 | 0.00% | ||
| 4 | Baystate Wealth Management LLC | 40,000 | 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.
