| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ORRELL CAPITAL MANAGEMENT INC | 41,600 | 5,326,000 | 52.23% | ||
| 2 | Capital Directions Investment Advisors, LLC | 11,322 | 1,450,000 | 14.22% | ||
| 3 | Welch Group, LLC | 9,168 | 1,174,000 | 11.51% | ||
| 4 | Nelson Capital Management, LLC | 7,920 | 1,014,000 | 9.94% | ||
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,767 | 866,000 | 8.49% | ||
| 6 | Vantage Investment Advisors, LLC | 2,812 | 360,000 | 3.53% | ||
| 7 | Winch Advisory Services, LLC | 32 | 4,000 | 0.04% | ||
| 8 | American Research & Management Co. | 25 | 3,000 | 0.03% |
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.
