| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | FORBES J M & CO LLP | 6,000 | 292,000 | 50.26% | ||
| 2 | M Holdings Securities, Inc. | 4,624 | 227,000 | 39.07% | ||
| 3 | SECURITY NATIONAL TRUST CO | 500 | 25,000 | 4.30% | ||
| 4 | Burt Wealth Advisors | 475 | 23,000 | 3.96% | ||
| 5 | Alexandria Capital, LLC | 200 | 10,000 | 1.72% | ||
| 6 | Advisory Services Network, LLC | 56 | 3,000 | 0.52% | ||
| 7 | Archford Capital Strategies, LLC | 17 | 1,000 | 0.17% |
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.
