| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jacobus Wealth Management, Inc. | 15,245 | 1,037,000 | 76.36% | ||
| 2 | Taylor, Cottrill LLC | 3,175 | 216,000 | 15.91% | ||
| 3 | PRENTISS SMITH & CO INC | 1,000 | 68,000 | 5.01% | ||
| 4 | Hanson & Doremus Investment Management | 550 | 37,000 | 2.72% |
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.
