| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Independence Capital Asset Partners, LLC | 221,855 | 18,780,000 | 91.74% | ||
| 2 | WEIK CAPITAL MANAGEMENT | 5,845 | 495,000 | 2.42% | ||
| 3 | J.P. Morgan Private Wealth Advisors LLC | 4,416 | 374,000 | 1.83% | ||
| 4 | Veritable, L.P. | 3,410 | 289,000 | 1.41% | ||
| 5 | Constellation Wealth Advisors, LLC | 3,300 | 279,000 | 1.36% | ||
| 6 | BLUESTEIN R H & CO LLC | 3,000 | 254,000 | 1.24% |
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.
