| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 50,571 | 8,995,000 | 66.00% | ||
| 2 | Kingfisher Capital LLC | 11,029 | 1,962,000 | 14.40% | ||
| 3 | Nichols Asset Management LLC | 10,168 | 1,809,000 | 13.27% | ||
| 4 | Courage Miller Partners, LLC | 1,624 | 289,000 | 2.12% | ||
| 5 | WESTPORT RESOURCES MANAGEMENT INC | 1,215 | 216,000 | 1.58% | ||
| 6 | OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | 1,150 | 205,000 | 1.50% | ||
| 7 | Jacobus Wealth Management, Inc. | 655 | 117,000 | 0.86% | ||
| 8 | Karp Capital Management Corp | 130 | 23,000 | 0.17% | ||
| 9 | 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.
