| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Burt Wealth Advisors | 100 | 216,000 | 6.64% | ||
| 2 | TOWER BRIDGE ADVISORS | 300 | 650,925 | 20.00% | ||
| 3 | Lenox Wealth Management, Inc. | 1,100 | 2,387,000 | 73.36% |
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.
