| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 29,355 | 1,587,000 | 56.39% | ||
| 2 | Blue Edge Capital, LLC | 20,173 | 1,090,351 | 38.74% | ||
| 3 | TCI Wealth Advisors, Inc. | 2,539 | 137,000 | 4.87% |
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.
