| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Orange Investment Advisors, Inc. | 17,685 | 806,000 | 66.78% | ||
| 2 | Northeast Financial Consultants Inc | 7,216 | 329,000 | 27.26% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,574 | 72,000 | 5.97% |
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.
