| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Gemmer Asset Management LLC | 197 | 10,000 | 0.09% | ||
| 2 | Glassman Wealth Services | 250 | 13,000 | 0.11% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 890 | 46,000 | 0.39% | ||
| 4 | D'Orazio & Associates, Inc. | 1,000 | 52,000 | 0.44% | ||
| 5 | Point View Wealth Management, Inc. | 21,607 | 1,124,000 | 9.58% | ||
| 6 | Hanson & Doremus Investment Management | 69,512 | 3,617,000 | 30.81% | ||
| 7 | GRIMES & Co WEALTH MANAGEMENT, LLC | 132,152 | 6,876,000 | 58.58% |
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.
