| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Independence Capital Asset Partners, LLC | 202,884 | 15,269,000 | 92.42% | ||
| 2 | WEIK CAPITAL MANAGEMENT | 5,860 | 441,000 | 2.67% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 4,477 | 337,000 | 2.04% | ||
| 4 | Constellation Wealth Advisors, LLC | 3,300 | 248,000 | 1.50% | ||
| 5 | BLUESTEIN R H & CO LLC | 3,000 | 226,000 | 1.37% |
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.