| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Orange Investment Advisors, Inc. | 18,098 | 807,000 | 91.81% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,621 | 72,000 | 8.19% |
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.
