| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 392,743 | 5,098,000 | 78.20% | ||
| 2 | McAdams Wright Ragen, Inc. | 85,647 | 1,111,000 | 17.04% | ||
| 3 | Stevens First Principles Investment Advisors | 22,315 | 290,000 | 4.45% | ||
| 4 | Sandy Spring Bank | 1,565 | 20,000 | 0.31% |
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.
