| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | NOVARE CAPITAL MANAGEMENT LLC | 55,611 | 5,688,000 | 64.10% | ||
| 2 | BLACKHILL CAPITAL INC | 25,875 | 2,646,000 | 29.82% | ||
| 3 | INDEPENDENT INVESTORS INC | 2,200 | 225,000 | 2.54% | ||
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 1,184 | 121,000 | 1.36% | ||
| 5 | American Research & Management Co. | 725 | 74,000 | 0.83% | ||
| 6 | Gemmer Asset Management LLC | 419 | 43,000 | 0.48% | ||
| 7 | Glassman Wealth Services | 366 | 37,000 | 0.42% | ||
| 8 | Hanson & Doremus Investment Management | 300 | 31,000 | 0.35% | ||
| 9 | Vantage Investment Advisors, LLC | 87 | 9,000 | 0.10% |
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.
