| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Winch Advisory Services, LLC | 32,881 | 3,472,000 | 38.69% | ||
| 2 | Vantage Investment Advisors, LLC | 21,319 | 2,251,000 | 25.09% | ||
| 3 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 15,096 | 1,594,000 | 17.76% | ||
| 4 | Kingfisher Capital LLC | 6,372 | 673,000 | 7.50% | ||
| 5 | Baker Ellis Asset Management LLC | 2,572 | 272,000 | 3.03% | ||
| 6 | AlphaMark Advisors, LLC | 1,875 | 198,000 | 2.21% | ||
| 7 | PRENTISS SMITH & CO INC | 1,600 | 169,000 | 1.88% | ||
| 8 | D'Orazio & Associates, Inc. | 1,364 | 144,000 | 1.60% | ||
| 9 | Karp Capital Management Corp | 1,075 | 114,000 | 1.27% | ||
| 10 | Capital Directions Investment Advisors, LLC | 800 | 86,000 | 0.96% |
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.
