| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ALTFEST L J & CO INC | 7,401 | 134,000 | 63.81% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 4,174 | 76,000 | 36.19% |
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.
