| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | 28,571 | 1,000 | 50.00% | ||
| 2 | Burt Wealth Advisors | 7,600 | 1,000 | 50.00% | ||
| 3 | REILLY FINANCIAL ADVISORS, LLC | 9,500 | 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.
