| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ORRELL CAPITAL MANAGEMENT INC | 36,000 | 4,093,000 | 48.23% | ||
| 2 | Capital Directions Investment Advisors, LLC | 13,152 | 1,478,000 | 17.42% | ||
| 3 | Welch Group, LLC | 10,346 | 1,163,000 | 13.70% | ||
| 4 | Nelson Capital Management, LLC | 8,320 | 935,000 | 11.02% | ||
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,482 | 616,000 | 7.26% | ||
| 6 | Vantage Investment Advisors, LLC | 1,543 | 173,000 | 2.04% | ||
| 7 | Winch Advisory Services, LLC | 198 | 22,000 | 0.26% | ||
| 8 | American Research & Management Co. | 50 | 6,000 | 0.07% |
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.
