| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | DAVIDSON & GARRARD INC | 117,595 | 2,921,000 | 94.71% | ||
| 2 | WESTPORT RESOURCES MANAGEMENT INC | 4,000 | 99,000 | 3.21% | ||
| 3 | Estabrook Capital Management | 2,500 | 62,100 | 2.01% | ||
| 4 | MYCIO WEALTH PARTNERS, LLC | 96 | 2,000 | 0.06% |
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.