| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Vantage Investment Advisors, LLC | 229 | 62,000 | 0.40% | ||
| 2 | CULLINAN ASSOCIATES INC | 946 | 258,000 | 1.66% | ||
| 3 | NORTH STAR ASSET MANAGEMENT INC | 1,183 | 322,000 | 2.07% | ||
| 4 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 1,225 | 334,000 | 2.15% | ||
| 5 | Blue Edge Capital, LLC | 2,000 | 544,460 | 3.50% | ||
| 6 | GRIMES & Co WEALTH MANAGEMENT, LLC | 2,299 | 626,000 | 4.03% | ||
| 7 | WESTPORT RESOURCES MANAGEMENT INC | 5,998 | 1,633,000 | 10.51% | ||
| 8 | PacWest Financial Management Inc | 7,285 | 1,983,000 | 12.76% | ||
| 9 | Whitegate Investment Counselors, Inc. | 10,664 | 2,903,000 | 18.68% | ||
| 10 | Diversified Portfolios, Inc. | 25,245 | 6,872,000 | 44.23% |
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.
