| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Greenwich Wealth Management LLC | 26,622 | 2,506,000 | 39.05% | ||
| 2 | WENDELL DAVID ASSOCIATES INC | 22,965 | 2,159,000 | 33.64% | ||
| 3 | WESTPORT RESOURCES MANAGEMENT INC | 13,327 | 1,255,000 | 19.55% | ||
| 4 | BRR OpCo, LLC | 2,267 | 213,000 | 3.32% | ||
| 5 | Peregrine Asset Advisers, Inc. | 2,240 | 211,000 | 3.29% | ||
| 6 | Glassman Wealth Services | 787 | 74,000 | 1.15% |
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.
