| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Roof Eidam Maycock Peralta, LLC | 263,560 | 10,698,000 | 74.26% | ||
| 2 | Private Advisor Group, LLC | 46,835 | 1,901,000 | 13.20% | ||
| 3 | PALLADIEM, LLC | 23,295 | 946,000 | 6.57% | ||
| 4 | LPL Financial LLC | 11,500 | 465,000 | 3.23% | ||
| 5 | BANK OF AMERICA CORP /DE/ | 8,297 | 337,000 | 2.34% | ||
| 6 | Cowen Prime Services LLC | 1,200 | 49,000 | 0.34% | ||
| 7 | WEALTHCARE CAPITAL MANAGEMENT LLC | 155 | 6,000 | 0.04% | ||
| 8 | Burt Wealth Advisors | 100 | 4,000 | 0.03% |
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.
