| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | CENTRAL TRUST Co | 17,300 | 168,000 | 27.54% | ||
| 2 | AMG National Trust Bank | 15,000 | 146,000 | 23.93% | ||
| 3 | Camelot Portfolios, LLC | 14,269 | 142,000 | 23.28% | ||
| 4 | Burt Wealth Advisors | 11,913 | 118,000 | 19.34% | ||
| 5 | CRIBSTONE CAPITAL MANAGEMENT, LLC | 3,597 | 36,000 | 5.90% |
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.
