| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | TREVOR STEWART BURTON & JACOBSEN INC | 69,100 | 7,166,000 | 46.96% | ||
| 2 | Covington Capital Management | 51,123 | 5,376,000 | 35.23% | ||
| 3 | Peloton Wealth Strategists | 20,900 | 2,167,000 | 14.20% | ||
| 4 | West Oak Capital, LLC | 5,235 | 542,870 | 3.56% | ||
| 5 | WESTPORT RESOURCES MANAGEMENT INC | 64 | 7,000 | 0.05% |
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.
