| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 17,355 | 1,630,000 | 33.07% | ||
| 2 | Winch Advisory Services, LLC | 12,110 | 1,137,000 | 23.07% | ||
| 3 | Vantage Investment Advisors, LLC | 9,102 | 855,000 | 17.35% | ||
| 4 | Kingfisher Capital LLC | 6,129 | 576,000 | 11.69% | ||
| 5 | CAHILL FINANCIAL ADVISORS INC | 3,765 | 354,000 | 7.18% | ||
| 6 | AlphaMark Advisors, LLC | 1,225 | 115,000 | 2.33% | SH | |
| 7 | D'Orazio & Associates, Inc. | 1,170 | 110,000 | 2.23% | ||
| 8 | Baker Ellis Asset Management LLC | 1,121 | 105,000 | 2.13% | ||
| 9 | MONETARY MANAGEMENT GROUP INC | 500 | 47,000 | 0.95% |
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.
