| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 42,095 | 2,358,000 | 50.35% | ||
| 2 | Blue Edge Capital, LLC | 20,657 | 1,156,998 | 24.71% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 18,200 | 1,019,000 | 21.76% | ||
| 4 | Welch Group, LLC | 2,250 | 126,000 | 2.69% | ||
| 5 | Karp Capital Management Corp | 240 | 13,000 | 0.28% | ||
| 6 | Nelson Capital Management, LLC | 173 | 10,000 | 0.21% |
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.
