| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | World Asset Management Inc | 40,578 | 59,000 | 98.33% | ||
| 2 | Burt Wealth Advisors | 146 | 1,000 | 1.67% |
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.
