| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Family Investments, Inc. | 116,600 | 3,253,000 | 78.50% | ||
| 2 | Jacobus Wealth Management, Inc. | 15,995 | 446,000 | 10.76% | ||
| 3 | SPINNAKER TRUST | 16,398 | 393,000 | 9.48% | ||
| 4 | Focused Wealth Management, Inc | 870 | 24,000 | 0.58% | ||
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 750 | 21,000 | 0.51% | ||
| 6 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 250 | 7,000 | 0.17% |
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.
