| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Covington Capital Management | 124,928 | 14,976,000 | 74.75% | ||
| 2 | LAU ASSOCIATES LLC | 19,576 | 2,347,000 | 11.71% | ||
| 3 | West Oak Capital, LLC | 17,365 | 2,081,716 | 10.39% | ||
| 4 | NORTHSTAR INVESTMENT ADVISORS LLC | 2,100 | 252,000 | 1.26% | ||
| 5 | VALLEY WEALTH MANAGERS, INC. | 1,735 | 208,000 | 1.04% | ||
| 6 | Welch Group, LLC | 1,145 | 137,000 | 0.68% | ||
| 7 | American Research & Management Co. | 282 | 34,000 | 0.17% |
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.
