| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ORRELL CAPITAL MANAGEMENT INC | 41,600 | 7,702,000 | 68.69% | ||
| 2 | Capital Directions Investment Advisors, LLC | 11,322 | 1,400,000 | 12.49% | ||
| 3 | Nelson Capital Management, LLC | 7,823 | 967,000 | 8.62% | ||
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7,707 | 953,000 | 8.50% | ||
| 5 | Vantage Investment Advisors, LLC | 1,291 | 160,000 | 1.43% | ||
| 6 | American Research & Management Co. | 215 | 27,000 | 0.24% | ||
| 7 | Winch Advisory Services, LLC | 32 | 4,000 | 0.04% |
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.
