| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELLS FARGO & COMPANY/MN | 1 | 0 | 0.00% | ||
| 2 | MORGAN STANLEY | 50 | 1,000 | 0.09% | ||
| 3 | BlackRock Fund Advisors | 59 | 1,000 | 0.09% | ||
| 4 | Burt Wealth Advisors | 20 | 1,000 | 0.09% | ||
| 5 | BlackRock Investment Management, LLC | 124 | 2,000 | 0.18% | ||
| 6 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 800 | 11,000 | 1.00% | ||
| 7 | UBS Group AG | 957 | 14,000 | 1.27% | ||
| 8 | DIMENSIONAL FUND ADVISORS LP | 14,882 | 208,000 | 18.89% | ||
| 9 | ALLIANCEBERNSTEIN L.P. | 19,337 | 272,000 | 24.70% | ||
| 10 | RIVER OAKS CAPITAL LLC | 42,065 | 591,000 | 53.68% |
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.
