| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Jacobus Wealth Management, Inc. | 257,514 | 2,956,000 | 99.63% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,000 | 11,000 | 0.37% |
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.
