| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Diversified Portfolios, Inc. | 25,911 | 7,183,000 | 67.95% | ||
| 2 | WESTPORT RESOURCES MANAGEMENT INC | 6,765 | 1,876,000 | 17.75% | ||
| 3 | Wealth Architects, LLC | 1,773 | 491,000 | 4.64% | ||
| 4 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 1,224 | 340,000 | 3.22% | ||
| 5 | CULLINAN ASSOCIATES INC | 1,146 | 318,000 | 3.01% | ||
| 6 | NORTH STAR ASSET MANAGEMENT INC | 1,113 | 309,000 | 2.92% | ||
| 7 | Vantage Investment Advisors, LLC | 195 | 54,000 | 0.51% |
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.
