| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | West Oak Capital, LLC | 11,245 | 1,382,910 | 33.42% | ||
| 2 | MARSHWINDS ADVISORY CO | 10,625 | 1,307,000 | 31.59% | ||
| 3 | HighPoint Advisor Group LLC | 6,675 | 814,000 | 19.67% | ||
| 4 | WEDGEWOOD INVESTORS INC /PA/ | 3,175 | 390,000 | 9.43% | ||
| 5 | STALEY CAPITAL ADVISERS INC | 1,720 | 212,000 | 5.12% | ||
| 6 | Vantage Investment Advisors, LLC | 163 | 20,000 | 0.48% | ||
| 7 | ALPHA OMEGA WEALTH MANAGEMENT LLC | 100 | 12,000 | 0.29% |
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.
