| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 31,270 | 5,716,000 | 69.03% | ||
| 2 | Nichols Asset Management LLC | 12,718 | 2,325,000 | 28.08% | ||
| 3 | CULLINAN ASSOCIATES INC | 1,300 | 238,000 | 2.87% | ||
| 4 | SONORA INVESTMENT MANAGEMENT, LLC | 10 | 1,828 | 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.
