| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 40,255 | 2,197,000 | 46.17% | ||
| 2 | Blue Edge Capital, LLC | 21,366 | 1,166,156 | 24.51% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 12,150 | 663,000 | 13.93% | ||
| 4 | Benchmark Capital Advisors | 11,000 | 600,000 | 12.61% | ||
| 5 | Welch Group, LLC | 2,250 | 123,000 | 2.59% | ||
| 6 | Nelson Capital Management, LLC | 173 | 9,000 | 0.19% |
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.
