| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WADE G W & INC | 77,125 | 1,485,000 | 52.68% | ||
| 2 | DOLIVER ADVISORS, LP | 61,655 | 1,186,000 | 42.07% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7,714 | 148,000 | 5.25% |
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.
