| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 44,125 | 2,418,000 | 51.63% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 20,700 | 1,134,000 | 24.21% | ||
| 3 | Blue Edge Capital, LLC | 20,447 | 1,120,291 | 23.92% | ||
| 4 | Karp Capital Management Corp | 200 | 11,000 | 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.
