| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Kingfisher Capital LLC | 34,268 | 3,833,000 | 51.97% | ||
| 2 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 11,911 | 1,332,000 | 18.06% | ||
| 3 | Vantage Investment Advisors, LLC | 11,439 | 1,280,000 | 17.36% | ||
| 4 | Baker Ellis Asset Management LLC | 4,338 | 485,000 | 6.58% | ||
| 5 | EXCALIBUR MANAGEMENT CORP | 3,131 | 350,000 | 4.75% | ||
| 6 | Capital Directions Investment Advisors, LLC | 850 | 95,000 | 1.29% |
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.
