| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NOVARE CAPITAL MANAGEMENT LLC | 65,353 | 5,894,000 | 54.56% | ||
| 2 | BLACKHILL CAPITAL INC | 25,875 | 2,333,000 | 21.60% | ||
| 3 | Orange Investment Advisors, Inc. | 20,527 | 1,851,000 | 17.13% | ||
| 4 | Parametric Risk Advisors LLC | 5,251 | 474,000 | 4.39% | ||
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,184 | 107,000 | 0.99% | ||
| 6 | American Research & Management Co. | 725 | 65,000 | 0.60% | ||
| 7 | Gemmer Asset Management LLC | 438 | 39,000 | 0.36% | ||
| 8 | Hanson & Doremus Investment Management | 300 | 27,000 | 0.25% | ||
| 9 | Vantage Investment Advisors, LLC | 87 | 8,000 | 0.07% | ||
| 10 | America First Investment Advisors, LLC | 50 | 5,000 | 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.
