| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Nelson Capital Management, LLC | 3,004 | 196,000 | 71.53% | ||
| 2 | D'Orazio & Associates, Inc. | 800 | 52,000 | 18.98% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 400 | 26,000 | 9.49% |
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.
