| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Diversified Portfolios, Inc. | 25,911 | 6,840,000 | 67.92% | ||
| 2 | WESTPORT RESOURCES MANAGEMENT INC | 6,595 | 1,741,000 | 17.29% | ||
| 3 | Wealth Architects, LLC | 1,773 | 468,000 | 4.65% | ||
| 4 | Windsor Financial Group, LLC | 1,405 | 371,000 | 3.68% | ||
| 5 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 1,224 | 323,000 | 3.21% | ||
| 6 | NORTH STAR ASSET MANAGEMENT INC | 1,113 | 294,000 | 2.92% | ||
| 7 | Vantage Investment Advisors, LLC | 130 | 34,000 | 0.34% |
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.
