| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 9,894 | 1,173,000 | 35.82% | ||
| 2 | Vantage Investment Advisors, LLC | 8,933 | 1,058,000 | 32.31% | ||
| 3 | Baker Ellis Asset Management LLC | 3,366 | 399,000 | 12.18% | ||
| 4 | AlphaMark Advisors, LLC | 2,390 | 283,000 | 8.64% | ||
| 5 | STERLING INVESTMENT ADVISORS, LTD. | 2,200 | 261,000 | 7.97% | ||
| 6 | Capital Directions Investment Advisors, LLC | 850 | 101,000 | 3.08% |
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.
