| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10,395 | 1,376,000 | 60.56% | ||
| 2 | Baker Ellis Asset Management LLC | 3,216 | 426,000 | 18.75% | ||
| 3 | AlphaMark Advisors, LLC | 2,695 | 357,000 | 15.71% | ||
| 4 | Capital Directions Investment Advisors, LLC | 850 | 113,000 | 4.97% |
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.
