| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 433,837 | 5,488,000 | 98.72% | ||
| 2 | TCI Wealth Advisors, Inc. | 5,021 | 64,000 | 1.15% | ||
| 3 | Alerus Investment Advisors Corp | 564 | 7,000 | 0.13% |
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.
