| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lenox Wealth Management, Inc. | 1,100 | 2,348,000 | 91.68% | ||
| 2 | Burt Wealth Advisors | 100 | 213,000 | 8.32% |
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.
