| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ORRELL CAPITAL MANAGEMENT INC | 41,600 | 4,834,000 | 51.70% | ||
| 2 | Capital Directions Investment Advisors, LLC | 12,747 | 1,408,000 | 15.06% | ||
| 3 | Welch Group, LLC | 9,405 | 1,093,000 | 11.69% | ||
| 4 | Nelson Capital Management, LLC | 8,470 | 984,000 | 10.52% | ||
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,917 | 688,000 | 7.36% | ||
| 6 | Vantage Investment Advisors, LLC | 2,897 | 337,000 | 3.60% | ||
| 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.
