| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1 | 0 | 0.00% | ||
| 2 | Burt Wealth Advisors | 20 | 1,000 | 0.21% | ||
| 3 | MORGAN STANLEY | 50 | 1,000 | 0.21% | ||
| 4 | BlackRock Fund Advisors | 59 | 1,000 | 0.21% | ||
| 5 | BlackRock Investment Management, LLC | 124 | 2,000 | 0.42% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 214 | 3,000 | 0.62% | ||
| 7 | UBS Group AG | 460 | 6,000 | 1.25% | ||
| 8 | Tower Research Capital LLC (TRC) | 520 | 7,000 | 1.46% | ||
| 9 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 800 | 11,000 | 2.29% | ||
| 10 | DIMENSIONAL FUND ADVISORS LP | 14,882 | 197,000 | 40.96% | ||
| 11 | ALLIANCEBERNSTEIN L.P. | 19,337 | 252,000 | 52.39% |
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.
