| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 48,453 | 8,519,000 | 63.90% | ||
| 2 | Kingfisher Capital LLC | 10,800 | 1,899,000 | 14.24% | ||
| 3 | Nichols Asset Management LLC | 10,168 | 1,788,000 | 13.41% | ||
| 4 | Courage Miller Partners, LLC | 1,624 | 286,000 | 2.15% | ||
| 5 | First City Capital Management, Inc. | 1,475 | 259,335 | 1.95% | ||
| 6 | CULLINAN ASSOCIATES INC | 1,300 | 229,000 | 1.72% | ||
| 7 | WESTPORT RESOURCES MANAGEMENT INC | 1,215 | 214,000 | 1.61% | ||
| 8 | Jacobus Wealth Management, Inc. | 655 | 115,000 | 0.86% | ||
| 9 | Karp Capital Management Corp | 130 | 23,000 | 0.17% |
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.
