| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | WESTPORT RESOURCES MANAGEMENT INC | 5,280 | 137,000 | 54.37% | ||
| 2 | KELMAN-LAZAROV, INC. | 2,000 | 51,000 | 20.24% | ||
| 3 | PNC FINANCIAL SERVICES GROUP, INC. | 1,300 | 34,000 | 13.49% | ||
| 4 | REILLY FINANCIAL ADVISORS, LLC | 500 | 13,000 | 5.16% | ||
| 5 | GLENMEDE TRUST CO NA | 509 | 13,000 | 5.16% | ||
| 6 | Joel Isaacson & Co., LLC | 166 | 4,000 | 1.59% | ||
| 7 | MYCIO WEALTH PARTNERS, LLC | 12 | 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.
