| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Covington Capital Management | 52,612 | 6,044,000 | 34.68% | ||
| 2 | TREVOR STEWART BURTON & JACOBSEN INC | 46,550 | 5,348,000 | 30.68% | ||
| 3 | Peloton Wealth Strategists | 20,300 | 2,332,000 | 13.38% | ||
| 4 | ALTFEST L J & CO INC | 14,658 | 1,683,878 | 9.66% | ||
| 5 | CULLINAN ASSOCIATES INC | 12,300 | 1,413,000 | 8.11% | ||
| 6 | West Oak Capital, LLC | 5,235 | 601,397 | 3.45% | ||
| 7 | WESTPORT RESOURCES MANAGEMENT INC | 64 | 7,000 | 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.
