| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Orange Investment Advisors, Inc. | 17,273 | 758,000 | 90.13% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,621 | 71,000 | 8.44% | ||
| 3 | Glassman Wealth Services | 269 | 12,000 | 1.43% |
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.
