| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUESTEIN R H & CO LLC | 106,200 | 2,574,000 | 61.83% | ||
| 2 | Willingdon Wealth Management | 39,859 | 966,000 | 23.20% | ||
| 3 | Ascent Wealth Partners, LLC | 25,703 | 623,000 | 14.97% |
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.
