| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lenox Wealth Management, Inc. | 900 | 1,946,000 | 60.01% | ||
| 2 | TOWER BRIDGE ADVISORS | 300 | 648,660 | 20.00% | ||
| 3 | Asset Management Group, Inc. | 200 | 432,000 | 13.32% | ||
| 4 | Burt Wealth Advisors | 100 | 216,000 | 6.66% |
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.
