| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Concert Wealth Management Inc. | 10,242 | 191,000 | 98.96% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 101 | 2,000 | 1.04% |
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.
