| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | HL FINANCIAL SERVICES LLC | 11,635 | 247,000 | 82.30% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 2,365 | 51,000 | 16.99% | ||
| 3 | VALLEY NATIONAL ADVISERS INC | 68 | 1,000 | 0.33% | PRN | |
| 4 | Gemmer Asset Management LLC | 26 | 1,000 | 0.33% | ||
| 5 | Estabrook Capital Management | 6 | 127 | 0.04% | ||
| 6 | Alexandria Capital, LLC | 4 | 0 | 0.00% | ||
| 7 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 13 | 0 | 0.00% |
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.
