| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Burt Wealth Advisors | 8,918 | 80,000 | 50.96% | ||
| 2 | TRUST CO | 4,545 | 40,000 | 25.48% | ||
| 3 | SARGENT BICKHAM LAGUDIS LLC | 2,324 | 21,000 | 13.38% | ||
| 4 | Vantage Investment Advisors, LLC | 1,770 | 16,000 | 10.19% | ||
| 5 | Kovack Advisors, Inc. | 21,150 | 0 | 0.00% |
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.
