| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Lenox Wealth Advisors, LLC | 9 | 1,000 | 0.01% | ||
| 2 | Crosspoint Capital Strategies, LLC | 215 | 14,000 | 0.10% | ||
| 3 | SECURITY NATIONAL TRUST CO | 507 | 32,000 | 0.22% | ||
| 4 | Burt Wealth Advisors | 777 | 49,000 | 0.34% | ||
| 5 | Bray Capital Advisors | 5,350 | 341,000 | 2.35% | ||
| 6 | BRAUN STACEY ASSOCIATES INC | 18,000 | 573,000 | 3.95% | ||
| 7 | RONALD BLUE & CO LLC | 11,777 | 751,000 | 5.17% | ||
| 8 | HL FINANCIAL SERVICES LLC | 14,596 | 930,000 | 6.40% | ||
| 9 | PINKERTON WEALTH, LLC | 30,800 | 1,962,000 | 13.51% | ||
| 10 | HOWLAND CAPITAL MANAGEMENT LLC | 32,850 | 2,093,000 | 14.41% | ||
| 11 | Town & Country Bank & Trust CO dba First Bankers Trust CO | 36,215 | 2,307,000 | 15.89% | ||
| 12 | GROUP ONE TRADING LLC | 39,218 | 2,499,000 | 17.21% | ||
| 13 | Janney Montgomery Scott LLC | 46,633 | 2,971,019 | 20.46% |
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.
