| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 38,090 | 6,194,000 | 48.04% | ||
| 2 | Kingfisher Capital LLC | 26,191 | 4,259,000 | 33.03% | ||
| 3 | Nichols Asset Management LLC | 10,168 | 1,654,000 | 12.83% | ||
| 4 | WESTPORT RESOURCES MANAGEMENT INC | 1,775 | 289,000 | 2.24% | ||
| 5 | Courage Miller Partners, LLC | 1,624 | 264,000 | 2.05% | ||
| 6 | CULLINAN ASSOCIATES INC | 1,300 | 211,000 | 1.64% | ||
| 7 | Karp Capital Management Corp | 130 | 21,000 | 0.16% | ||
| 8 | SONORA INVESTMENT MANAGEMENT, LLC | 10 | 2,000 | 0.02% |
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.
