| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | 182,423 | 6,284,000 | 83.76% | ||
| 2 | Point View Wealth Management, Inc. | 33,906 | 1,168,000 | 15.57% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 890 | 31,000 | 0.41% | ||
| 4 | Gemmer Asset Management LLC | 552 | 19,000 | 0.25% |
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.
