| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Family Investments, Inc. | 116,600 | 3,442,000 | 86.05% | ||
| 2 | Jacobus Wealth Management, Inc. | 17,265 | 510,000 | 12.75% | ||
| 3 | Focused Wealth Management, Inc | 870 | 26,000 | 0.65% | ||
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 750 | 22,000 | 0.55% |
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.
