| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GRIMES & Co WEALTH MANAGEMENT, LLC | 30,794 | 1,172,000 | 31.79% | ||
| 2 | BERKELEY CAPITAL PARTNERS, LLC | 24,251 | 923,000 | 25.04% | ||
| 3 | Pineno Levin & Ford Asset Management, Inc. | 23,574 | 897,000 | 24.33% | ||
| 4 | PVG ASSET MANAGEMENT CORP | 12,340 | 469,783 | 12.74% | ||
| 5 | Tuttle Capital Management, LLC | 4,089 | 156,000 | 4.23% | ||
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,441 | 55,000 | 1.49% | ||
| 7 | Elite Wealth Management, Inc. | 375 | 14,000 | 0.38% |
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.
