| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | IMA Advisory Services, Inc. | 49,435 | 2,754,000 | 51.21% | SH | |
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25,955 | 1,475,000 | 27.43% | ||
| 3 | Blue Edge Capital, LLC | 20,224 | 1,149,128 | 21.37% |
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.
