| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 449,108 | 6,261,000 | 67.04% | ||
| 2 | Ancora Advisors LLC | 121,455 | 1,693,000 | 18.13% | ||
| 3 | McAdams Wright Ragen, Inc. | 74,258 | 1,035,000 | 11.08% | ||
| 4 | RONALD BLUE & CO LLC | 25,119 | 350,000 | 3.75% |
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.
