| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Whitegate Investment Counselors, Inc. | 13,004 | 3,416,000 | 63.17% | ||
| 2 | WESTPORT RESOURCES MANAGEMENT INC | 6,603 | 1,655,000 | 30.60% | ||
| 3 | BARR E S & CO | 1,049 | 263,000 | 4.86% | ||
| 4 | Vantage Investment Advisors, LLC | 165 | 41,000 | 0.76% | ||
| 5 | Gemmer Asset Management LLC | 70 | 18,000 | 0.33% | ||
| 6 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 61 | 15,000 | 0.28% |
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.
