| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 50,505 | 3,122,000 | 54.20% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 22,460 | 1,388,000 | 24.10% | ||
| 3 | Blue Edge Capital, LLC | 20,224 | 1,250,248 | 21.70% |
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.
