| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PVG Asset Management | 503,583 | 3,243,074 | 96.23% | ||
| 2 | RAY GERALD L & ASSOCIATES LTD | 15,156 | 98,000 | 2.91% | ||
| 3 | Crosspoint Capital Strategies, LLC | 3,382 | 28,000 | 0.83% | ||
| 4 | Burt Wealth Advisors | 36 | 1,000 | 0.03% | ||
| 5 | Focused Wealth Management, Inc | 77 | 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.
