| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Willingdon Wealth Management | 77,056 | 1,332,000 | 48.52% | ||
| 2 | BLUESTEIN R H & CO LLC | 61,100 | 1,056,000 | 38.47% | ||
| 3 | Ascent Wealth Partners, LLC | 20,645 | 357,000 | 13.01% |
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.
