| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | RIVER OAKS CAPITAL LLC | 42,065 | 633,000 | 53.55% | ||
| 2 | ALLIANCEBERNSTEIN L.P. | 19,337 | 291,000 | 24.62% | ||
| 3 | DIMENSIONAL FUND ADVISORS LP | 14,882 | 224,000 | 18.95% | ||
| 4 | UBS Group AG | 1,154 | 18,000 | 1.52% | ||
| 5 | MARK SHEPTOFF FINANCIAL PLANNING, LLC | 801 | 12,000 | 1.02% | ||
| 6 | BlackRock Finance, Inc. | 183 | 3,000 | 0.25% | ||
| 7 | MORGAN STANLEY | 50 | 1,000 | 0.08% | ||
| 8 | Burt Wealth Advisors | 20 | 0 | 0.00% | ||
| 9 | WELLS FARGO & COMPANY/MN | 1 | 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.
