| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | AMERIPRISE FINANCIAL INC | 11,062 | 97,000 | 41.99% | ||
| 2 | Burt Wealth Advisors | 8,918 | 78,000 | 33.77% | ||
| 3 | TRUST CO | 4,545 | 40,000 | 17.32% | ||
| 4 | Vantage Investment Advisors, LLC | 1,770 | 16,000 | 6.93% |
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.
