| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 54,128 | 9,088,000 | 67.96% | ||
| 2 | Kingfisher Capital LLC | 12,252 | 2,057,000 | 15.38% | ||
| 3 | Nichols Asset Management LLC | 10,223 | 1,716,000 | 12.83% | ||
| 4 | Courage Miller Partners, LLC | 1,546 | 260,000 | 1.94% | ||
| 5 | WESTPORT RESOURCES MANAGEMENT INC | 775 | 130,000 | 0.97% | ||
| 6 | Jacobus Wealth Management, Inc. | 655 | 110,000 | 0.82% | ||
| 7 | D'Orazio & Associates, Inc. | 70 | 12,000 | 0.09% |
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.
