| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15,162 | 1,329,000 | 47.48% | ||
| 2 | Vantage Investment Advisors, LLC | 8,077 | 708,000 | 25.30% | ||
| 3 | Kingfisher Capital LLC | 6,834 | 599,000 | 21.40% | ||
| 4 | D'Orazio & Associates, Inc. | 1,170 | 103,000 | 3.68% | ||
| 5 | MONETARY MANAGEMENT GROUP INC | 500 | 44,000 | 1.57% | ||
| 6 | CHILTON CAPITAL MANAGEMENT LLC | 125 | 10,959 | 0.39% | ||
| 7 | Winch Advisory Services, LLC | 54 | 5,000 | 0.18% |
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.
