| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Oak Capital, LLC | 11,690 | 1,229,905 | 34.55% | ||
| 2 | MARSHWINDS ADVISORY CO | 10,625 | 1,118,000 | 31.41% | ||
| 3 | Altavista Wealth Management, Inc. | 5,148 | 542,000 | 15.23% | ||
| 4 | WEDGEWOOD INVESTORS INC /PA/ | 3,225 | 339,000 | 9.52% | ||
| 5 | GUYASUTA INVESTMENT ADVISORS INC | 2,390 | 251,000 | 7.05% | ||
| 6 | WESTPORT RESOURCES MANAGEMENT INC | 506 | 53,000 | 1.49% | ||
| 7 | Vantage Investment Advisors, LLC | 150 | 16,000 | 0.45% | ||
| 8 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 100 | 11,000 | 0.31% |
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.
