| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Winch Advisory Services, LLC | 55,672 | 57,481,000 | 92.87% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 19,781 | 2,042,000 | 3.30% | ||
| 3 | Vantage Investment Advisors, LLC | 10,367 | 1,070,000 | 1.73% | ||
| 4 | Kingfisher Capital LLC | 6,463 | 667,000 | 1.08% | ||
| 5 | CAHILL FINANCIAL ADVISORS INC | 2,040 | 211,000 | 0.34% | ||
| 6 | AlphaMark Advisors, LLC | 1,305 | 135,000 | 0.22% | ||
| 7 | Baker Ellis Asset Management LLC | 1,122 | 116,000 | 0.19% | ||
| 8 | D'Orazio & Associates, Inc. | 864 | 89,000 | 0.14% | ||
| 9 | Capital Directions Investment Advisors, LLC | 800 | 83,000 | 0.13% |
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.
