| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | 17,300 | 155,000 | 28.97% | ||
| 2 | AMG National Trust Bank | 15,000 | 134,000 | 25.05% | ||
| 3 | Camelot Portfolios, LLC | 13,476 | 131,000 | 24.49% | ||
| 4 | Burt Wealth Advisors | 11,913 | 115,000 | 21.50% |
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.
