| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TREVOR STEWART BURTON & JACOBSEN INC | 71,900 | 7,122,000 | 43.52% | ||
| 2 | Covington Capital Management | 49,313 | 4,885,000 | 29.85% | ||
| 3 | Peloton Wealth Strategists | 21,050 | 2,085,000 | 12.74% | ||
| 4 | KARPAS STRATEGIES, LLC | 17,665 | 1,750,000 | 10.69% | ||
| 5 | West Oak Capital, LLC | 5,235 | 518,579 | 3.17% | ||
| 6 | WESTPORT RESOURCES MANAGEMENT INC | 64 | 6,000 | 0.04% |
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.
