| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jacobus Wealth Management, Inc. | 112,659 | 1,389,000 | 90.84% | ||
| 2 | DOLIVER ADVISORS, LP | 10,396 | 128,000 | 8.37% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,000 | 12,000 | 0.78% |
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.
