| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Estabrook Capital Management | 26,675 | 1,465,791 | 41.15% | ||
| 2 | SATURNA CAPITAL CORP | 19,691 | 1,082,000 | 30.38% | ||
| 3 | FormulaFolio Investments, LLC | 7,603 | 418,000 | 11.74% | ||
| 4 | Linscomb Wealth, Inc. | 4,089 | 225,000 | 6.32% | ||
| 5 | Rehmann Capital Advisory Group | 3,950 | 217,000 | 6.09% | ||
| 6 | Lenox Wealth Management, Inc. | 2,394 | 131,000 | 3.68% | ||
| 7 | Gemmer Asset Management LLC | 332 | 18,000 | 0.51% | ||
| 8 | Godshalk Welsh Capital Management, Inc. | 83 | 5,000 | 0.14% |
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.
