| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELCH CAPITAL PARTNERS LLC/NY | 137,617 | 8,267,000 | 55.55% | ||
| 2 | KARPAS STRATEGIES, LLC | 82,400 | 4,950,000 | 33.26% | ||
| 3 | Jacobus Wealth Management, Inc. | 15,245 | 916,000 | 6.16% | ||
| 4 | NAPLES GLOBAL ADVISORS, LLC | 5,735 | 345,000 | 2.32% | ||
| 5 | Whitegate Investment Counselors, Inc. | 3,925 | 244,000 | 1.64% | ||
| 6 | PRENTISS SMITH & CO INC | 1,000 | 60,000 | 0.40% | ||
| 7 | WESTPORT RESOURCES MANAGEMENT INC | 915 | 55,000 | 0.37% | ||
| 8 | Hanson & Doremus Investment Management | 750 | 45,000 | 0.30% |
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.
