| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 41,570 | 2,246,000 | 51.99% | ||
| 2 | Blue Edge Capital, LLC | 20,638 | 1,114,865 | 25.81% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15,300 | 827,000 | 19.14% | ||
| 4 | Welch Group, LLC | 2,250 | 122,000 | 2.82% | ||
| 5 | Nelson Capital Management, LLC | 178 | 10,000 | 0.23% |
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.
