| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Oak Capital, LLC | 12,115 | 1,293,034 | 29.86% | ||
| 2 | MARSHWINDS ADVISORY CO | 10,675 | 1,139,000 | 26.30% | ||
| 3 | GUYASUTA INVESTMENT ADVISORS INC | 8,660 | 924,000 | 21.33% | ||
| 4 | Altavista Wealth Management, Inc. | 3,955 | 422,000 | 9.74% | ||
| 5 | WEDGEWOOD INVESTORS INC /PA/ | 3,325 | 355,000 | 8.20% | ||
| 6 | WESTPORT RESOURCES MANAGEMENT INC | 1,756 | 187,000 | 4.32% | ||
| 7 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 100 | 11,000 | 0.25% |
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.
