| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 52,253 | 9,279,000 | 66.67% | ||
| 2 | Kingfisher Capital LLC | 10,639 | 1,889,000 | 13.57% | ||
| 3 | Nichols Asset Management LLC | 10,168 | 1,806,000 | 12.98% | ||
| 4 | Courage Miller Partners, LLC | 1,624 | 288,000 | 2.07% | ||
| 5 | CULLINAN ASSOCIATES INC | 1,300 | 231,000 | 1.66% | ||
| 6 | WESTPORT RESOURCES MANAGEMENT INC | 1,215 | 216,000 | 1.55% | ||
| 7 | Jacobus Wealth Management, Inc. | 655 | 116,000 | 0.83% | ||
| 8 | REILLY FINANCIAL ADVISORS, LLC | 325 | 58,000 | 0.42% | ||
| 9 | Karp Capital Management Corp | 130 | 23,000 | 0.17% | ||
| 10 | 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.
