| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Oak Capital, LLC | 11,400 | 1,267,908 | 40.01% | ||
| 2 | MARSHWINDS ADVISORY CO | 10,625 | 1,182,000 | 37.30% | ||
| 3 | WEDGEWOOD INVESTORS INC /PA/ | 3,225 | 359,000 | 11.33% | ||
| 4 | GUYASUTA INVESTMENT ADVISORS INC | 2,390 | 265,000 | 8.36% | ||
| 5 | WESTPORT RESOURCES MANAGEMENT INC | 406 | 45,000 | 1.42% | ||
| 6 | CASCADE INVESTMENT ADVISORS, INC. | 190 | 21,131 | 0.67% | ||
| 7 | Vantage Investment Advisors, LLC | 163 | 18,000 | 0.57% | ||
| 8 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 100 | 11,000 | 0.35% |
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.
