| # | % | |||||
|---|---|---|---|---|---|---|
| 1 | Capital Directions Investment Advisors, LLC | 11,882 | 1,398,000 | 30.08% | ||
| 2 | Welch Group, LLC | 8,721 | 1,026,000 | 22.08% | ||
| 3 | Nelson Capital Management, LLC | 8,335 | 981,000 | 21.11% | ||
| 4 | BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 6,622 | 779,000 | 16.76% | ||
| 5 | Vantage Investment Advisors, LLC | 3,183 | 374,000 | 8.05% | ||
| 6 | TCI Wealth Advisors, Inc. | 705 | 83,000 | 1.79% | ||
| 7 | American Research & Management Co. | 50 | 6,000 | 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.
