| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WELCH CAPITAL PARTNERS LLC/NY | 132,203 | 8,514,000 | 88.61% | ||
| 2 | Jacobus Wealth Management, Inc. | 15,245 | 982,000 | 10.22% | ||
| 3 | PRENTISS SMITH & CO INC | 1,000 | 64,000 | 0.67% | ||
| 4 | Hanson & Doremus Investment Management | 750 | 48,000 | 0.50% |
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.
