| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | D'Orazio & Associates, Inc. | 98,349 | 11,161,000 | 54.55% | ||
| 2 | ORRELL CAPITAL MANAGEMENT INC | 36,000 | 4,089,000 | 19.99% | ||
| 3 | Capital Directions Investment Advisors, LLC | 12,747 | 1,552,000 | 7.59% | ||
| 4 | Welch Group, LLC | 8,846 | 1,005,000 | 4.91% | ||
| 5 | Nelson Capital Management, LLC | 8,470 | 962,000 | 4.70% | ||
| 6 | Winch Advisory Services, LLC | 6,027 | 685,000 | 3.35% | ||
| 7 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,357 | 608,000 | 2.97% | ||
| 8 | Vantage Investment Advisors, LLC | 2,624 | 298,000 | 1.46% | ||
| 9 | DREMAN VALUE MANAGEMENT, L L C | 800 | 91,000 | 0.44% | ||
| 10 | American Research & Management Co. | 75 | 9,000 | 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.
