| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | PacWest Financial Management Inc | 6,747 | 20,357,000 | 62.30% | ||
| 2 | Diversified Portfolios, Inc. | 23,300 | 7,030,000 | 21.51% | ||
| 3 | Whitegate Investment Counselors, Inc. | 10,938 | 3,300,000 | 10.10% | ||
| 4 | GRIMES & Co WEALTH MANAGEMENT, LLC | 2,299 | 694,000 | 2.12% | ||
| 5 | Blue Edge Capital, LLC | 2,007 | 605,590 | 1.85% | ||
| 6 | MITCHELL MCLEOD PUGH & WILLIAMS INC | 1,226 | 370,000 | 1.13% | ||
| 7 | CULLINAN ASSOCIATES INC | 846 | 255,000 | 0.78% | ||
| 8 | Vantage Investment Advisors, LLC | 218 | 66,000 | 0.20% |
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.
