| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Directions Investment Advisors, LLC | 12,850 | 1,304,000 | 32.62% | ||
| 2 | Welch Group, LLC | 9,669 | 981,000 | 24.54% | ||
| 3 | Nelson Capital Management, LLC | 8,335 | 846,000 | 21.17% | ||
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,622 | 672,000 | 16.81% | ||
| 5 | Vantage Investment Advisors, LLC | 1,470 | 149,000 | 3.73% | ||
| 6 | Winch Advisory Services, LLC | 248 | 25,000 | 0.63% | ||
| 7 | SONORA INVESTMENT MANAGEMENT, LLC | 150 | 15,000 | 0.38% | ||
| 8 | American Research & Management Co. | 50 | 5,000 | 0.13% |
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.
