| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BCWM, LLC | 130,174 | 3,654,000 | 90.56% | ||
| 2 | RONALD BLUE & CO LLC | 13,020 | 365,000 | 9.05% | ||
| 3 | QCI ASSET MANAGEMENT INC/NY | 175 | 5,000 | 0.12% | ||
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 162 | 5,000 | 0.12% | ||
| 5 | Focused Wealth Management, Inc | 175 | 5,000 | 0.12% | ||
| 6 | SEVENBRIDGE FINANCIAL GROUP, LLC | 73 | 1,000 | 0.02% |
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.
