| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jacobus Wealth Management, Inc. | 15,245 | 899,000 | 74.85% | ||
| 2 | Taylor, Cottrill LLC | 3,575 | 211,000 | 17.57% | ||
| 3 | PRENTISS SMITH & CO INC | 1,000 | 59,000 | 4.91% | ||
| 4 | Hanson & Doremus Investment Management | 550 | 32,000 | 2.66% |
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.
