| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Minerva Advisors LLC | 15,359 | 404,000 | 71.50% | ||
| 2 | Creative Planning | 3,278 | 88,000 | 15.58% | ||
| 3 | JFS WEALTH ADVISORS, LLC | 2,100 | 56,000 | 9.91% | ||
| 4 | Tower Research Capital LLC (TRC) | 533 | 14,000 | 2.48% | ||
| 5 | Ground Swell Capital, LLC | 104 | 3,000 | 0.53% | ||
| 6 | BANK OF AMERICA CORP /DE/ | 9 | 0 | 0.00% | ||
| 7 | MORGAN STANLEY | 3 | 0 | 0.00% | ||
| 8 | WELLS FARGO & COMPANY/MN | 2 | 0 | 0.00% |
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.
