| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Camelot Portfolios, LLC | 13,669 | 133,000 | 53.41% | ||
| 2 | Burt Wealth Advisors | 11,913 | 116,000 | 46.59% | ||
| 3 | CENTRAL TRUST Co | 17,300 | 0 | 0.00% | ||
| 4 | AMG National Trust Bank | 15,000 | 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.
