| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PVG Asset Management | 550,613 | 3,380,763 | 97.29% | ||
| 2 | RAY GERALD L & ASSOCIATES LTD | 15,156 | 93,000 | 2.68% | ||
| 3 | Burt Wealth Advisors | 36 | 1,000 | 0.03% | ||
| 4 | Focused Wealth Management, Inc | 77 | 0 | 0.00% | ||
| 5 | Gemmer Asset Management LLC | 34 | 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.
