| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 21,901 | 2,164,000 | 41.06% | ||
| 2 | Vantage Investment Advisors, LLC | 9,112 | 900,000 | 17.08% | ||
| 3 | Winch Advisory Services, LLC | 8,064 | 797,000 | 15.12% | ||
| 4 | Kingfisher Capital LLC | 6,189 | 611,000 | 11.59% | ||
| 5 | CAHILL FINANCIAL ADVISORS INC | 3,540 | 350,000 | 6.64% | ||
| 6 | AlphaMark Advisors, LLC | 1,225 | 121,000 | 2.30% | ||
| 7 | Baker Ellis Asset Management LLC | 1,121 | 111,000 | 2.11% | ||
| 8 | D'Orazio & Associates, Inc. | 864 | 85,000 | 1.61% | ||
| 9 | Capital Directions Investment Advisors, LLC | 800 | 82,000 | 1.56% | ||
| 10 | MONETARY MANAGEMENT GROUP INC | 500 | 49,000 | 0.93% |
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.
