| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Pinnacle Holdings, LLC | 264,185 | 9,114,383 | 55.42% | ||
| 2 | Kimelman & Baird, LLC | 136,520 | 4,710,000 | 28.64% | ||
| 3 | World Asset Management Inc | 24,564 | 848,000 | 5.16% | ||
| 4 | J.P. Morgan Private Wealth Advisors LLC | 24,171 | 834,000 | 5.07% | ||
| 5 | VAUGHAN DAVID INVESTMENTS LLC/IL | 8,738 | 301,000 | 1.83% | ||
| 6 | RONALD BLUE & CO LLC | 6,661 | 230,000 | 1.40% | ||
| 7 | CROFT-LEOMINSTER INC | 6,000 | 207,000 | 1.26% | ||
| 8 | Laird Norton Wetherby Wealth Management, LLC | 5,838 | 201,000 | 1.22% |
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.
