| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Family Investments, Inc. | 116,600 | 3,083,000 | 86.29% | ||
| 2 | Jacobus Wealth Management, Inc. | 16,915 | 447,000 | 12.51% | ||
| 3 | Focused Wealth Management, Inc | 870 | 23,000 | 0.64% | ||
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 750 | 20,000 | 0.56% |
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.
