| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Diversified Portfolios, Inc. | 25,474 | 6,692,000 | 53.41% | ||
| 2 | PacWest Financial Management Inc | 8,083 | 2,123,000 | 16.94% | ||
| 3 | WESTPORT RESOURCES MANAGEMENT INC | 6,005 | 1,578,000 | 12.59% | ||
| 4 | GRIMES & Co WEALTH MANAGEMENT, LLC | 2,299 | 604,000 | 4.82% | ||
| 5 | Blue Edge Capital, LLC | 2,000 | 525,440 | 4.19% | ||
| 6 | CULLINAN ASSOCIATES INC | 1,246 | 327,000 | 2.61% | ||
| 7 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 1,225 | 322,000 | 2.57% | ||
| 8 | NORTH STAR ASSET MANAGEMENT INC | 1,113 | 292,000 | 2.33% | ||
| 9 | Vantage Investment Advisors, LLC | 241 | 63,000 | 0.50% | ||
| 10 | Carnick & Kubik, LLC | 10 | 3,000 | 0.02% |
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.
