| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kingfisher Capital LLC | 37,447 | 3,811,000 | 57.56% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 13,311 | 1,355,000 | 20.47% | ||
| 3 | Vantage Investment Advisors, LLC | 9,986 | 1,016,000 | 15.35% | ||
| 4 | Baker Ellis Asset Management LLC | 4,318 | 439,000 | 6.63% |
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.
