| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Point View Wealth Management, Inc. | 21,693 | 139,000 | 31.45% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 47,165 | 303,000 | 68.55% |
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.
