| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | ORRELL CAPITAL MANAGEMENT INC | 32,500 | 3,473,000 | 45.05% | ||
| 2 | Capital Directions Investment Advisors, LLC | 13,152 | 1,405,000 | 18.22% | ||
| 3 | Welch Group, LLC | 10,402 | 1,112,000 | 14.42% | ||
| 4 | Nelson Capital Management, LLC | 8,320 | 889,000 | 11.53% | ||
| 5 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 5,082 | 543,000 | 7.04% | ||
| 6 | Vantage Investment Advisors, LLC | 1,545 | 165,000 | 2.14% | ||
| 7 | SONORA INVESTMENT MANAGEMENT, LLC | 650 | 70,000 | 0.91% | ||
| 8 | Winch Advisory Services, LLC | 450 | 48,000 | 0.62% | ||
| 9 | American Research & Management Co. | 50 | 5,000 | 0.06% |
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.
