| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jacobus Wealth Management, Inc. | 15,245 | 901,000 | 93.85% | ||
| 2 | PRENTISS SMITH & CO INC | 1,000 | 59,000 | 6.15% |
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.