| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jacobus Wealth Management, Inc. | 15,245 | 881,000 | 74.85% | ||
| 2 | Taylor, Cottrill LLC | 4,125 | 238,000 | 20.22% | ||
| 3 | PRENTISS SMITH & CO INC | 1,000 | 58,000 | 4.93% |
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.
