| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 448,069 | 6,255,000 | 70.18% | ||
| 2 | Ancora Advisors LLC | 0 | 1,670,000 | 18.74% | ||
| 3 | Janney Montgomery Scott LLC | 45,609 | 637,000 | 7.15% | ||
| 4 | RONALD BLUE & CO LLC | 25,119 | 351,000 | 3.94% |
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.
