| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Gemmer Asset Management LLC | 259 | 12,000 | 0.17% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 890 | 40,000 | 0.55% | ||
| 3 | Point View Wealth Management, Inc. | 23,310 | 1,044,000 | 14.37% | ||
| 4 | GRIMES & Co WEALTH MANAGEMENT, LLC | 137,701 | 6,169,000 | 84.91% |
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.
