| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 407,337 | 5,690,000 | 81.91% | ||
| 2 | SII INVESTMENTS INC/WI | 59,403 | 825,000 | 11.88% | ||
| 3 | RONALD BLUE & CO LLC | 25,119 | 351,000 | 5.05% | ||
| 4 | Bray Capital Advisors | 5,223 | 73,000 | 1.05% | ||
| 5 | Alerus Investment Advisors Corp | 564 | 8,000 | 0.12% |
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.
