| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 447,869 | 6,126,000 | 94.68% | ||
| 2 | RONALD BLUE & CO LLC | 25,119 | 344,000 | 5.32% |
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.
