| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Investment Advisors, LLC | 72,901 | 1,341,377 | 65.80% | ||
| 2 | ParenteBeard Wealth Management, LLC | 22,234 | 409,107 | 20.07% | ||
| 3 | Altavista Wealth Management, Inc. | 14,620 | 269,000 | 13.20% | ||
| 4 | WESTPORT RESOURCES MANAGEMENT INC | 1,000 | 18,000 | 0.88% | ||
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 50 | 1,000 | 0.05% |
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.
