| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DENVER INVESTMENT ADVISORS LLC | 482,931 | 10,871,000 | 86.73% | ||
| 2 | VALLEY NATIONAL ADVISERS INC | 73,639 | 1,658,000 | 13.23% | ||
| 3 | INTEGRATED WEALTH COUNSEL, LLC | 212 | 5,000 | 0.04% | ||
| 4 | Alexandria Capital, LLC | 7 | 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.
