| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | 17,300 | 168,000 | 29.79% | ||
| 2 | AMG National Trust Bank | 15,000 | 146,000 | 25.89% | ||
| 3 | Camelot Portfolios, LLC | 13,867 | 135,000 | 23.94% | ||
| 4 | Burt Wealth Advisors | 11,913 | 115,000 | 20.39% | ||
| 5 | WEALTHPLAN PARTNERS, LLC | 20,991 | 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.
