| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 36,825 | 1,842,000 | 53.96% | ||
| 2 | Blue Edge Capital, LLC | 21,366 | 1,068,514 | 31.30% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 10,050 | 503,000 | 14.74% |
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.
