| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 30,000 | 5,299,000 | 57.29% | ||
| 2 | Nichols Asset Management LLC | 12,718 | 2,247,000 | 24.30% | ||
| 3 | Kingfisher Capital LLC | 5,226 | 923,000 | 9.98% | ||
| 4 | WESTPORT RESOURCES MANAGEMENT INC | 2,075 | 367,000 | 3.97% | ||
| 5 | CULLINAN ASSOCIATES INC | 1,300 | 230,000 | 2.49% | ||
| 6 | TCI Wealth Advisors, Inc. | 874 | 154,000 | 1.67% | ||
| 7 | SONORA INVESTMENT MANAGEMENT, LLC | 160 | 28,726 | 0.31% |
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.
