| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Diversified Portfolios, Inc. | 24,194 | 6,829,000 | 49.39% | ||
| 2 | Whitegate Investment Counselors, Inc. | 10,925 | 3,084,000 | 22.31% | ||
| 3 | PacWest Financial Management Inc | 7,160 | 2,021,000 | 14.62% | ||
| 4 | GRIMES & Co WEALTH MANAGEMENT, LLC | 2,299 | 649,000 | 4.69% | ||
| 5 | Blue Edge Capital, LLC | 2,003 | 565,385 | 4.09% | ||
| 6 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 1,226 | 346,000 | 2.50% | ||
| 7 | CULLINAN ASSOCIATES INC | 946 | 267,000 | 1.93% | ||
| 8 | Vantage Investment Advisors, LLC | 227 | 64,000 | 0.46% |
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.
