| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ParenteBeard Wealth Management, LLC | 21,283 | 389,000 | 59.85% | ||
| 2 | Altavista Wealth Management, Inc. | 13,220 | 242,000 | 37.23% | ||
| 3 | WESTPORT RESOURCES MANAGEMENT INC | 1,000 | 18,000 | 2.77% | ||
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 50 | 1,000 | 0.15% |
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.
