| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Covington Capital Management | 65,177 | 6,739,000 | 45.63% | ||
| 2 | TREVOR STEWART BURTON & JACOBSEN INC | 39,450 | 4,079,000 | 27.62% | ||
| 3 | Peloton Wealth Strategists | 18,785 | 1,942,000 | 13.15% | ||
| 4 | ALTFEST L J & CO INC | 14,710 | 1,521,000 | 10.30% | ||
| 5 | West Oak Capital, LLC | 4,700 | 485,980 | 3.29% | ||
| 6 | WESTPORT RESOURCES MANAGEMENT INC | 20 | 2,000 | 0.01% |
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.
