| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | 135,156 | 6,420,000 | 85.07% | ||
| 2 | Point View Wealth Management, Inc. | 22,543 | 1,071,000 | 14.19% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 890 | 42,000 | 0.56% | ||
| 4 | Gemmer Asset Management LLC | 290 | 14,000 | 0.19% | SH |
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.
