| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Nelson Capital Management, LLC | 2,254 | 175,000 | 65.30% | ||
| 2 | D'Orazio & Associates, Inc. | 800 | 62,000 | 23.13% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 400 | 31,000 | 11.57% |
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.