| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Minerva Advisors LLC | 15,359 | 380,000 | 65.07% | ||
| 2 | Creative Planning | 3,278 | 83,000 | 14.21% | ||
| 3 | JFS WEALTH ADVISORS, LLC | 2,100 | 53,000 | 9.08% | ||
| 4 | PNC FINANCIAL SERVICES GROUP, INC. | 2,100 | 52,000 | 8.90% | ||
| 5 | Tower Research Capital LLC (TRC) | 530 | 13,000 | 2.23% | ||
| 6 | Ground Swell Capital, LLC | 123 | 3,000 | 0.51% | ||
| 7 | WELLS FARGO & COMPANY/MN | 2 | 0 | 0.00% | ||
| 8 | MORGAN STANLEY | 3 | 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.
