| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Covington Capital Management | 48,052 | 4,886,000 | 36.75% | ||
| 2 | TREVOR STEWART BURTON & JACOBSEN INC | 43,900 | 4,464,000 | 33.57% | ||
| 3 | Peloton Wealth Strategists | 19,285 | 1,961,000 | 14.75% | ||
| 4 | ALTFEST L J & CO INC | 14,713 | 1,496,000 | 11.25% | ||
| 5 | West Oak Capital, LLC | 4,750 | 482,980 | 3.63% | ||
| 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.
