| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | GENOVESE BURFORD & BROTHERS WEALTH & RETIREMENT PLAN MANAGEMENT, LLC | 270 | 1,000 | 0.07% | ||
| 2 | Lenox Wealth Advisors, LLC | 5,800 | 30,000 | 2.19% | ||
| 3 | Benchmark Capital Advisors | 35,500 | 182,000 | 13.31% | ||
| 4 | Family Firm, Inc. | 225,410 | 1,154,000 | 84.42% |
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.