| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | 1834 INVESTMENT ADVISORS CO | 185,041 | 4,778,000 | 99.64% | ||
| 2 | Legacy Wealth Management, Inc | 667 | 17,222 | 0.36% |
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.
