| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | American Research & Management Co. | 525 | 33,000 | 37.50% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 480 | 30,000 | 34.09% | ||
| 3 | Gemmer Asset Management LLC | 322 | 19,000 | 21.59% | ||
| 4 | Vantage Investment Advisors, LLC | 91 | 6,000 | 6.82% |
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.
