| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 36,510 | 6,352,000 | 53.58% | ||
| 2 | Kingfisher Capital LLC | 16,393 | 2,852,000 | 24.06% | ||
| 3 | Nichols Asset Management LLC | 10,168 | 1,769,000 | 14.92% | ||
| 4 | WESTPORT RESOURCES MANAGEMENT INC | 2,075 | 361,000 | 3.05% | ||
| 5 | First City Capital Management, Inc. | 1,686 | 293,271 | 2.47% | ||
| 6 | CULLINAN ASSOCIATES INC | 1,300 | 226,000 | 1.91% | ||
| 7 | 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.
