| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Nelson Capital Management, LLC | 414 | 89,000 | 80.18% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 100 | 22,000 | 19.82% |
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.
