| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Covington Capital Management | 47,677 | 5,316,000 | 35.46% | ||
| 2 | TREVOR STEWART BURTON & JACOBSEN INC | 47,150 | 5,257,000 | 35.06% | ||
| 3 | Peloton Wealth Strategists | 19,900 | 2,219,000 | 14.80% | ||
| 4 | ALTFEST L J & CO INC | 14,873 | 1,658,000 | 11.06% | ||
| 5 | West Oak Capital, LLC | 4,810 | 536,267 | 3.58% | ||
| 6 | 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.
