| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NOVARE CAPITAL MANAGEMENT LLC | 66,240 | 4,879,000 | 51.95% | ||
| 2 | BLACKHILL CAPITAL INC | 25,875 | 1,906,000 | 20.30% | ||
| 3 | Orange Investment Advisors, Inc. | 22,527 | 1,659,000 | 17.67% | ||
| 4 | Parametric Risk Advisors LLC | 5,251 | 387,000 | 4.12% | ||
| 5 | Capital Investment Advisors, LLC | 4,807 | 354,084 | 3.77% | ||
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,184 | 87,000 | 0.93% | ||
| 7 | American Research & Management Co. | 725 | 53,000 | 0.56% | ||
| 8 | Gemmer Asset Management LLC | 419 | 31,000 | 0.33% | ||
| 9 | Hanson & Doremus Investment Management | 340 | 25,000 | 0.27% | ||
| 10 | Vantage Investment Advisors, LLC | 87 | 6,000 | 0.06% | ||
| 11 | America First Investment Advisors, LLC | 50 | 4,000 | 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.
