| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NOVARE CAPITAL MANAGEMENT LLC | 57,133 | 4,943,000 | 51.81% | ||
| 2 | BLACKHILL CAPITAL INC | 25,875 | 2,238,000 | 23.46% | ||
| 3 | Orange Investment Advisors, Inc. | 20,515 | 1,775,000 | 18.60% | ||
| 4 | Parametric Risk Advisors LLC | 4,051 | 350,000 | 3.67% | ||
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,184 | 102,000 | 1.07% | ||
| 6 | American Research & Management Co. | 725 | 63,000 | 0.66% | ||
| 7 | Gemmer Asset Management LLC | 419 | 36,000 | 0.38% | ||
| 8 | Hanson & Doremus Investment Management | 300 | 26,000 | 0.27% | ||
| 9 | Vantage Investment Advisors, LLC | 87 | 8,000 | 0.08% |
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.
